Senior Trust & Wealth Advisor

Hancock Whitney; Houston (TX); On-site; USD 120,000 - 160,000; Full time

Job summary

Hancock Whitney in Houston, TX seeks a Trust Advisor 4 to manage and develop complex client relationships across estates, trusts, guardianships and agency accounts within Private Wealth Management. The role combines fiduciary oversight with investment management to serve high net worth clients.

You will lead as a subject matter expert, coordinate with investment officers and trust operations, and mentor junior relationship managers while driving new business and ensuring compliance with laws and

Qualifications

• Bachelor's degree in business or related field; equivalent combinations may be considered.

Responsibilities

• Manage and develop new business for large and complex Trust relationships.
• Administer and solicit business for large relationships in compliance with policies and laws.
• Serve as primary contact for clients, attorneys, CPAs and beneficiaries.
• Analyze governing documents and manage accounts per terms and needs of owners and beneficiaries.
• Coordinate with investment officers, trust tax officers, and other relevant teams.
• Ensure compliance with applicable policies, procedures and laws; stay current with developments.
• Contact attorneys and trustees; resolve issues and approve expenditures as needed.
• Mentor junior relationship managers on managing Trust relationships.

Skills

Relationship management

Sales ability

Communication skills

Autonomy

Education

Bachelor's degree in business or related field

Series 7 & Series 66 licenses (preferred)

Tools

Series 7

Series 66

Job description

Hancock Whitney in Houston, TX seeks a Trust Advisor 4 to manage and develop complex client relationships across estates, trusts, guardianships and agency accounts within Private Wealth Management. The role combines fiduciary oversight with investment management to serve high net worth clients.

You will lead as a subject matter expert, coordinate with investment officers and trust operations, and mentor junior relationship managers while driving new business and ensuring compliance with laws and