Senior Private Banker - Wealth Strategy & Growth

Hancock Whitney Corp.; New Orleans (LA); Sur place; USD 95 000 - 140 000; Plein temps

Résumé du poste

Hancock Whitney in New Orleans seeks an experienced Private Banker to manage a high-net-worth client portfolio and deliver holistic wealth advice. You will coordinate lending, investments, and estate planning solutions while maintaining credit quality and regulatory compliance.

This role requires a decade in private banking or wealth management, licenses in hand or obtainable within specified timelines, and a client-focused sales mindset. Travel may be required.

Qualifications

• Bachelor’s degree in Business or related field; Master’s preferred.
• 10 years of experience in Private Banking, Wealth Management or Wholesale Banking.
• Must obtain FINRA Series 7 and Series 66 licenses within 18 months; Series 63/65 can substitute.
• Must possess or obtain multi-state Life and Health Insurance license within 18 months.
• CFP, CWS or similar wealth management designation preferred.

Responsabilités

• Coordinates marketing events to promote Private Wealth Management capabilities.
• Develops and grows a portfolio of revenue-generating client relationships.
• Delivers financial planning and advisory concepts to Private Wealth segments.
• Generates external sales with new clients and screens leads.
• Provides lending services and structures loan proposals for approval.
• Monitors loan portfolios to ensure credit quality and manage risk.
• Identifies financial needs and delivers appropriate wealth management solutions.
• Cross-sells other bank products and services as required.
• Maintains activity, pipeline and reporting using sales tools.
• Willingness to travel as needed.

Connaissances

Client relationship management

Financial planning

Sales & business development

Communication

Regulatory compliance

Consultative selling

Formation

Bachelor’s degree in Business

Master’s degree preferred

FINRA Series 7 and 66 licenses within 18 months

Series 63/65 substitution acceptable

Life and Health Insurance license

CFP/CWS designation preferred

Description du poste

Hancock Whitney in New Orleans seeks an experienced Private Banker to manage a high-net-worth client portfolio and deliver holistic wealth advice. You will coordinate lending, investments, and estate planning solutions while maintaining credit quality and regulatory compliance.

This role requires a decade in private banking or wealth management, licenses in hand or obtainable within specified timelines, and a client-focused sales mindset. Travel may be required.