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 client’s wealth related and personal goals and coordinate the development of a comprehensive plan with the client’s 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 client’s goals and objectives.

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