- Commerce Bank (Leawood, KS)
- …services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to ... a division of Commerce Bank. About This Job The Private Client Advisor "PCA" is accountable for the delivery...management, and custody clients, and in their role as relationship manager is accountable for the overall… more
- UMB Bank (Kansas City, MO)
- …+ Collaborate with internal partners, such as small business officers, mortgage officers, private wealth manager and others. + Receiving continued education and ... UMB Personal Banking and Consumer Services offers financial solutions to...offers financial solutions to customers, who value an individualized relationship and advisory experience. For more than a century,… more
- Commerce Bank (Kansas City, MO)
- …services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to ... identification of prospects for investment management services + Serve as the relationship manager for significant revenue producing clients + Maintain ongoing… more