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Director, Wealth Portfolio Management at Hancock Whitney - ApplyBlast

Director, Wealth Portfolio Management

Hancock Whitney

3 months ago

3.2 on Glassdoor

Gulfport, Mississippi, United States

Onsite

Full Time

Director

0 applicants

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About this role

The Director of Wealth Portfolio Management leads client engagement and oversees the Wealth Portfolio Management group, ensuring effective asset allocation, investment strategy development, and retention of high‑net‑worth clients. This role guides methodology creation, product development, and compliance while representing the firm to internal and external audiences.

Responsibilities

Oversee development of investment methodologies
Manage client engagement and retention materials
Monitor account book sizes and portfolio assignments
Make investment decisions and execute strategies
Provide written and oral communication to clients and stakeholders

Skills

Qualifications

Bachelor's degree in Business, Finance, or AccountingChartered Financial Analyst (CFA) designationCIMA designation

About Hancock Whitney

hancockwhitney.com

Headquarters

Gulfport, Mississippi, United States

Company Size

1001-5000 employees

Founded

1899

View Profile

Hancock Whitney Bank locations in AL, FL, LA, MS, and TX. The top bank in the Gulf South for checking, savings, loans, credit, investments, and insurance. Login to Hancock Whitney Online Banking.