Senior Private Banker: Wealth, Lending & Advisory

Hancock Whitney; Winter Park (FL); On-site; USD 120,000 - 170,000; Full time

Job summary

Hancock Whitney Private Banking is seeking an experienced Private Banker to coordinate wealth product delivery, manage high-net-worth client relationships, and lead lending and advisory initiatives in a dynamic wealth management environment.

The role requires extensive experience in private banking, securities, and insurance, with a focus on holistic financial planning and risk management. On-site position based in Winter Park, FL, with travel as needed.

Qualifications

• Bachelor's degree in Business, Finance, Accounting or related field required; Master's degree preferred.
• 10 years of experience in Private Banking, Wealth Management and/or Wholesale Banking required.
• Must obtain Series 7 and Series 66 within 18 months of employment; Series 63 and 65 can substitute for Series 66.
• Must obtain multi-state Life and Health Insurance license within 18 months of employment.
• CFP, CWS or similar wealth management designation or ability to obtain within 24 months of hire preferred.

Responsibilities

• Coordinates marketing events that promote Private Wealth Management capabilities for internal associates and external client prospects.
• Develops and grows a portfolio of important revenue generating client relationships.
• Delivers objective and sound personal financial planning and advisory concepts to defined Private Wealth Management segments.
• Generate external sales with new clients and screens leads following established policies to attain new revenue generating relationships.
• Provides lending services to Private Wealth Management clients, proposing and structuring loans with the borrower and internal officers.
• Presents loan proposals to appropriate approval authority with loan structure based on client needs.
• Gather and analyzes financial statements of prospective borrowers and makes recommendations to Senior Lenders/Credit Officers.
• Ensures loan agreements are complete and accurate and coordinates timely loan closing and funding.
• Negotiates terms and conditions of loans with clients.
• Maintains current financial statements on borrowers and guarantors and prepares comprehensive credit files.
• Manages risk within loan and deposit portfolios by monitoring delinquencies and documentations.
• Monitors loan portfolio to ensure credit quality in current and prospective books.
• Works with clients to identify financial needs and provide appropriate solutions.
• Attains revenue growth and production goals for loans, deposits, wealth management fees and financial plans.
• Collaborates with bank partners to generate referrals and align clients with appropriate channels.
• Provides ongoing relationship servicing to maintain goodwill and gain additional business.
• Promotes and cross-sells other bank products and services as needed.
• Keeps sales activity and pipeline updated using management tools.
• Stays active in professional groups for potential client acquisition and compliance with regulations.

Skills

Relationship management

Sales & business development

Financial planning

Credit assessment

Education

Bachelor's degree in Business/Finance/Accounting or related field

Master's degree preferred

Job description

Hancock Whitney Private Banking is seeking an experienced Private Banker to coordinate wealth product delivery, manage high-net-worth client relationships, and lead lending and advisory initiatives in a dynamic wealth management environment.

The role requires extensive experience in private banking, securities, and insurance, with a focus on holistic financial planning and risk management. On-site position based in Winter Park, FL, with travel as needed.