Senior Private Banker: Wealth & Credit Architect

Hancock Whitney Corp.; Houston (TX); On-site; USD 90,000 - 140,000; Full time

Job summary

Hancock Whitney Corp. in Houston is seeking a Private Banker 4 to deliver integrated wealth products and services to high net worth clients, coordinating investments, lending, risk management, and estate planning. The role emphasizes credit quality and advisory excellence in a private banking context.

You will build a growing portfolio, provide comprehensive financial planning, and work with bank partners to generate new revenue while maintaining rigorous regulatory compliance and risk controls.

Qualifications

• Bachelor’s degree preferably in Business or related field.
• 10 years of experience in Private Banking, Wealth Management and/or Wholesale Banking.
• FINRA Series 7 and Series 66 license within 18 months of employment; Series 63/65 can substitute.
• Life and Health Insurance license within 18 months; CFP, CWS or similar designation preferred.
• Must be in good standing with licenses and registrations.

Responsibilities

• Coordinates and develops a portfolio of revenue-generating client relationships.
• Delivers financial planning and advisory concepts to Private Wealth segments.
• Provides lending services and structures loan proposals for clients.
• Analyzes financial statements and advises credit decisions.
• Maintains loan/deposit portfolios and monitors credit quality.
• Cross-sell bank products; collaborates with partners to refer clients.

Skills

Client relationship building

Sales

Financial advisory

Credit & lending knowledge

Education

Bachelor’s degree in Business or related field

Master’s degree preferred

FINRA Series 7

FINRA Series 66

Life and Health Insurance license

CFP, CWS or similar designation

Job description

Hancock Whitney Corp. in Houston is seeking a Private Banker 4 to deliver integrated wealth products and services to high net worth clients, coordinating investments, lending, risk management, and estate planning. The role emphasizes credit quality and advisory excellence in a private banking context.

You will build a growing portfolio, provide comprehensive financial planning, and work with bank partners to generate new revenue while maintaining rigorous regulatory compliance and risk controls.