Private Client Advisor – 35249_61602-4804

This job was posted by https://illinoisjoblink.illinois.gov : For more
information, please see:
https://illinoisjoblink.illinois.gov/jobs/12264804 About Working at
Commerce

Building a career here is more than just steps on a ladder. Its about
helping people find financial safety and success, helping businesses
thrive, and making sure people and their money are taken care of. And
our commitment doesnt stop there. Our culture is about our people, the
ones in our communities and the ones that work with us.

Here, youll find opportunities to grow and learn, to connect with
others, and build relationships with the people around you. Youll have
the space and resources to grow into the best version of yourself.
Because our number one investment is you.

Creating an award-winning culture doesnt come easy. And after more
than 155 years, we know Commerce Bank is only at its best when our
people are. If this sounds interesting to you, keep reading and lets
talk.

Compensation Range

Annual Salary: $69,500.00 – $119,000.00 (Amount based on relevant
experience, skills, and competencies.)

For more than a century, Commerce Trust has been a leading provider of
wealth management services including financial planning, estate and tax
planning, investment management, private banking and trust
administration services. Our approach to wealth management means
assembling a team of seasoned wealth management professionals across
disciplines who collaborate to ensure each clients financial journey
is uniquely crafted for their goals. Commerce Trust is a division of
Commerce Bank.

About This Job

The Private Client Advisor “PCA” is accountable for the delivery of
comprehensive advice and customized wealth management solutions for a
portfolio of relationships comprised of fiduciary, investment
management, and custody clients, and in their role as relationship
manager is accountable for the overall client experience. The PCA book
of business is represented by high-net worth clients and their families
and multi-generational relationships. As a trusted advisor the PCA must
develop an in depth understanding of the clients wealth related and
personal goals and coordinate the development of a comprehensive plan
with the clients professional advisors and Commerce Trust partners. In
addition, the PCA will leverage the expertise of internal partners and
expert resources to ensure integrated delivery of investment, fiduciary,
tax, estate settlement, insurance, planning, credit and banking services
to meet the clients goals and objectives.

Key Components of Position: Trust experience, Relationship
Management experience, Client-facing service skills, Wealth Management
experience.

Essential Functions

– Deliver comprehensive advice and customized wealth management
solutions for high-net-worth clients and families
– Effectively manage a portfolio of relationships comprised of
fiduciary, IRA and investment management clients
– Maintain a client centric focus and desire to exceed client
expectations
– Manage high net worth clients and their families and
multigenerational relationships
– Develop comprehensive plans with the clients professional advisors
and Commerce Trust partners
– Collaborate proactively with internal partners to identify and
service unique client needs while managing the overall client
experience
– Leverage the expertise of internal partners and expert resources to
ensure integrated delivery of investment, fiduciary, tax, estate
planning, insurance, lending, credit and banking services to meet
the clients goals and objectives
– Identify opportunities for the sale of investment management
products and trust services
– Take on informal leadership roles as needed and delegate appropriate
responsibilities under tiered support model and maintain
accountabil ty for timely completion
– Perform other duties as assigned

Knowledge, Skills & Abilities Required

Strong knowledge of wealth management services, such as wealth transfer
planning, taxation, estate planning and wealth management products and
services acquired through extensive work-related experience and
continuing education

Strong relationship management, networking, and business development
skills

Ability to articulate conceptual ideas and strategies to assigned
clients and follow through with successful implementation and the goal
to strengthen and expand assigned relationships

Ability to maintain a valid drivers license and meet Commerce Banks
driving record criteria; ongoing employment may be contingent upon
meeting all driving requirements

Motivated and organized self-starter with strong attention to detail and
the ability to manage multiple priorities

Inquisitive, agile and strong team player with excellent written, verbal
and interpersonal communication skills

Ability to remain adaptable and resilient to all situations with an
optimistic outlook and cast a positive shadow that is aligned with our
culture and Core Values

Advance level proficiency with Microsoft Word, Excel, Teams a