• Trust Advisor / Officer I…

    UMB Bank (Kansas City, MO)
    As the ** Trust Advisor I** , you will be building long-term client relationships through quality customer service, including anticipating client needs, clear ... clients, including assessment of the appropriate risk level for the client or trust , high level investment updates and portfolio advice. + Maintain current knowledge… more
    UMB Bank (11/21/24)
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  • Chief Compliance Officer - RIA

    UMB Bank (Kansas City, MO)
    …Management team** custom-tailors services for clients, incorporating financial planning, private banking, investment management, personal trust and lifestyle ... meets their needs now, and in the future. As the **Chief Compliance Officer ** , you will oversee compliance activities for UMB Asset Management (Registered… more
    UMB Bank (12/20/24)
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