Regional Wealth Management Leader

Hancock Whitney; Houston (TX); On-site; USD 80,000 - 120,000; Full time

Job summary

Hancock Whitney is seeking a Regional Wealth Manager in Houston, Texas. The successful candidate will oversee Wealth Management teams and develop market strategies. Responsibilities include managing performance, ensuring compliance, and client relationship management.

A Bachelor's degree is required along with 10 years of experience in Private Banking or Wealth Management. The position calls for strong communication, analytical, and client service skills, offering an excellent opportunity to lead in a dynamic environment.

Qualifications

• 10 years in Private Banking or Wealth Management and 7 years of management experience required.
• Strong knowledge of regulatory compliance, risk management policies.
• Ability to travel as required.

Responsibilities

• Manage multidisciplinary wealth teams across multiple markets.
• Establish sales goals and assess unit performance.
• Meet with Wealth Management clients for business development.

Skills

Advanced communication skills

Client service skills

Analytical skills

Organizational skills

Ability to work with all levels of personnel

Education

Bachelor's degree in business, finance or related field

Graduate degree / Certified Financial Planner (CFP) / Certified Wealth Strategist (CWS)

Tools

Microsoft Office (Word, Excel, Access, PowerPoint)

Job description

Hancock Whitney is seeking a Regional Wealth Manager in Houston, Texas. The successful candidate will oversee Wealth Management teams and develop market strategies. Responsibilities include managing performance, ensuring compliance, and client relationship management.

A Bachelor's degree is required along with 10 years of experience in Private Banking or Wealth Management. The position calls for strong communication, analytical, and client service skills, offering an excellent opportunity to lead in a dynamic environment.