Senior Trust Relationship Manager - High Net Worth

Hancock Whitney; New Orleans (LA); On-site; USD 120,000 - 180,000; Full time

Job summary

Hancock Whitney in New Orleans seeks a Trust Advisor IV to lead and grow complex client relationships across estates, trusts, guardianships, and agency accounts within Private Wealth Management. You will serve as a trusted adviser and subject matter expert for high net worth clients.

The role requires a strong track record in fiduciary services, investment management, and a comprehensive understanding of governing documents, with leadership responsibilities and cross-functional collaboration.

Qualifications

• Bachelor’s degree required; business or related field preferred.
• 10 years of relationship management experience in banking or financial services.
• Series 7; Series 66 licenses strongly preferred for maximum incentive opportunity.
• Strong understanding of complex trust, estate, investment, and financial planning for high net worth clients.
• Self-motivated, highly organized with excellent sales and interpersonal skills.

Responsibilities

• Develops and manages new business for large, complex Trust relationships.
• Administers and invests for complex relationships in compliance with policies and regulations.
• Acts as trusted adviser to clients, attorneys, CPAs, and beneficiaries.
• Coordinates with investment officers, tax officers, real estate officers, and operations.
• Ensures accounts comply with laws and regulations and stays current with developments.
• Travel as required to perform essential functions.
• Mentors junior relationship managers on trust relationships.

Skills

Sales and relationship-building

Interpersonal communication

Education

Bachelor’s degree in business or related field

FINRA Series 7; Series 66 licenses

Job description

Hancock Whitney in New Orleans seeks a Trust Advisor IV to lead and grow complex client relationships across estates, trusts, guardianships, and agency accounts within Private Wealth Management. You will serve as a trusted adviser and subject matter expert for high net worth clients.

The role requires a strong track record in fiduciary services, investment management, and a comprehensive understanding of governing documents, with leadership responsibilities and cross-functional collaboration.