Private Banker 4
Hancock Whitney(1 month ago)
About this role
Private Banker 4 coordinates the integrated delivery of wealth products and services to high net worth clients, providing holistic financial planning across investments, lending, risk management, and estate/trust services. The role focuses on managing and growing revenue-generating client relationships while maintaining credit quality and regulatory compliance. It involves close collaboration with partners across the bank to deliver tailored private wealth solutions.
Required Skills
- Relationship Management
- Financial Planning
- Credit Analysis
- Loan Structuring
- Risk Management
- Wealth Management
- Investment Advisory
- Sales Generation
- Client Acquisition
- Regulatory Compliance
+3 more
Qualifications
- Bachelor’s Degree
- Master’s Degree (Preferred)
- Series 7
- Series 66
- Series 65
- Series 63
- Life and Health License
- CFP (Preferred)
- CWS (Preferred)
About Hancock Whitney
hancockwhitney.comHancock 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.
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