Private Banking Advisor for High-Net-Worth Clients

Trustmark Corporation; Houston, Northern (TX, KY); Hybrid; USD 80,000 - 140,000; Full time

Job summary

Trustmark Bank is seeking a Private Banking Relationship Manager I/II in the Houston area. You will deliver concierge-level financial services to high-income clients, coordinating credit, deposit, investment, and fiduciary solutions in a team-driven environment.

The role covers loan approvals, portfolio servicing, and cross-functional collaboration to meet client needs across planning, investments, insurance, and estate services. Level II adds leadership responsibilities and team development.

Qualifications

• Four-year college education or equivalent work experience.
• 5 years banking experience or related work experience to include previous lending experience.
• Knowledgeable of Private Banking and the bank financial products and services.
• Knowledge of deposit and loan products, as well as bank policy.
• Knowledge of document preparation and new accounts systems.
• Knowledge of negotiable instruments.
• Understanding of the requirements of properly securing a loan.
• Familiar with state and federal regulations and bank policies relating to credit.
• Knowledge of sales principles.
• Knowledge of basic investment strategies for high net worth clients.
• Knowledge of basic estate planning strategies for high net worth clients.
• Knowledge of basic insurance strategies for high net worth clients.
• Superior judgment in making loan decisions.
• Experience dealing with sophisticated clientele.
• Experience in recognizing and handling troubled loans and problem customers.
• Thorough knowledge of loan and deposit debits and credits.
• Strong analytical ability.
• Advanced interpersonal skills.
• Must possess effective verbal and written communication skills.
• Proven ability to build relationships.
• Customer contact and sales and service skills.
• Ability to work with others.
• Ability to lead the work of others.
• Prefer degree in Finance, Accounting, Insurance, Business, related field, or equivalent experience.
• Bank branch work preferred.
• Previous investment experience with 7, 63, or 66, and insurance licensure preferred.

Responsibilities

• Coordinates entire credit approval process, including loan approval within lending authority for consumer and commercial relationships, including partnering with mortgage expert.
• Services a loan portfolio, including credit and collateral exceptions and past dues.
• Work with partners to provide deposit solutions and other retail services to meet the needs of our clients.
• Work with team to provide non-bank solutions to meet the clients needs: Planning, investments, insurance, and fiduciary services.
• Coordinate the development of new private banking business and call on potential or existing customers to develop new business and promote company services and solutions.
• Maintain professional community relations, including leadership roles, to increase the bank’s visibility and new business opportunities, and to further professional development.
• Provide financial and banking advice and counseling through a team approach to Trustmark’s “BEST” clients.
• Perform additional duties as assigned.
• Cross-train, lead and develop team of associates to promote maximum productivity, engagement, succession planning and overall contribution to strategic organizational goals.

Skills

Relationship building

Sales and service skills

Verbal & written communication

Analytical ability

Team collaboration

Education

Four-year college education or equivalent work experience

Tools

Banking software

Credit & lending knowledge

Document preparation

Job description

Trustmark Bank is seeking a Private Banking Relationship Manager I/II in the Houston area. You will deliver concierge-level financial services to high-income clients, coordinating credit, deposit, investment, and fiduciary solutions in a team-driven environment.

The role covers loan approvals, portfolio servicing, and cross-functional collaboration to meet client needs across planning, investments, insurance, and estate services. Level II adds leadership responsibilities and team development.