Private Banker 4
Hancock Whitney(2 months ago)
Plano, TXOnsiteFull TimeSenior$107,807 - $145,753 (estimated)Private Wealth Management
Apply NowAbout this role
A Private Banker 4 coordinates delivery of wealth products and services to high-net-worth clients, including investments, lending, risk management, estate planning, and trust services delivered through holistic financial planning. The role focuses on maintaining credit quality while generating and growing revenue-producing client relationships. It partners across the bank to align clients with appropriate channels and supports ongoing relationship servicing and community engagement.
Required Skills
- Wealth Management
- Financial Planning
- Credit Analysis
- Loan Structuring
- Client Acquisition
- Relationship Management
- Risk Management
- Portfolio Monitoring
- Sales
- Negotiation
+3 more
Qualifications
- Bachelor's Degree
- Master's Degree
- Series 7
- Series 66
- Series 65
- Series 63
- Life & Health License
- CFP
- CWS
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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