Commerce Bank Commerce Trust Company - Business Development Representative/Wealth Management Consultant in Wichita, Kansas
24936 Commerce Trust Company - Business Development Representative/Wealth Management Consultant (Open)
Location: 1551 N. Waterfront Parkway, Wichita, Kansas 67206
The Commerce Trust Company, a division of Commerce Bank, is ranked among the top 25 investment advisors in the U.S. with over $40 billion in client assets. The Commerce Trust Company concentrates on serving individuals, families, business owners and institutions investment management needs through a combination of world class capabilities and resources, objective advice, customized solutions and unparalleled service.Job dutiesIf you work well in a team based environment and enjoy developing, expanding and retaining client relationships within the affluent market segment, this could be the role for you. Responsibilities will include accountability for revenue generation and revenue growth across product and business lines; maintain an optimum level of client service that meets or exceeds client’s expectations. Business development and expansion which includes developing a portfolio of qualified client relationships through an active calling effort with emphasis on corporate executives, business owners, professionals and other key influences in the community. This person will drive the achievement of team goals, and will also determine customer needs and match them with appropriate financial and investment services and products. Position will prepare and deliver effective client presentations. Position will manage client relationships and coordinate service delivery with product specialists, ensuring that services are delivered in accordance with desired service levels. By the very nature of the role, the right candidate will be enthusiastic, sociable and passionate about the wealth management business.• The purpose of this position is to develop relationships with high-net-worth individuals and families providing them a broad array of wealth management products & services. • The position is responsible for developing both internal and external referral networks. • The individual is responsible for following up on leads generated through various referrals and marketing programs and nurturing the leads to conclusion. • Take leadership role in developing action plan to attract new prospects and to retain existing clients. Responsible for identifying the appropriate team members to partner with clients and develop and implement a strategy for developing a relationship with future generations.• Stay abreast of industry trends, products, and the competitive landscape in the Kansas City market. • Take active role in community by participating in bank events or donating personal time to civic, and/or charitable organizations.Qualifications• 10 plus years prior Wealth Management experience• College degree or equivalent experience/certification in general business, finance, accounting or management.• Familiarity with investment advice, trust and estate planning advice, and ability to manage complex relationship sales cycle.• Working knowledge of trust services including administration, tax and investments• Excellent problem-solving skills.• Excellent communication skills.• Results oriented and self motivated.• Strong skills on PC applications for word processing and client management software.The incumbent must have a broad understanding of the financial services industry with excellent sales closing skills. This position requires the incumbent to have knowledge in the following disciplines:• Investments• Estate Planning• Financial Planning• Trust Administration• Bank Services
Full timeJoin our winning team.
If you’re looking for something more than just another job, we’re looking for you. We’re searching for people with a make-it-happen attitude who also want to make a difference. At Commerce Bank, we take the time to really get to know our customers. Then we work together to help them achieve their goals. It’s a great feeling. We are committed to always bringing our best, which means we are constantly looking for the best to join us. Does that sound like you?
Our policy is to provide equal opportunity to all qualified candidates and employees without regard to gender, race or ethnic background, age, religion, sexual orientation, national origin, marital status, veteran status, disability or any other non-job related factors. We are committed to maintaining a drug- and alcohol-free workplace and candidates will be required to perform a pre-employment drug screen.