Senior Trust & Wealth Advisor

Hancock Whitney Corp.; Houston (TX); On-site; USD 150,000 - 190,000; Full time

Job summary

Hancock Whitney Corp. in Houston seeks a Trust Advisor 4 to manage and develop complex client relationships within Private Wealth Management, including estates, trusts, guardianships, and agency accounts.

You will lead as a subject-matter expert for high-net-worth clients. This role involves representing the company to clients, attorneys, CPAs and beneficiaries, while ensuring compliance and proactive planning across assets and income use.

Qualifications

• Bachelor's degree in business or related field.
• 10 years of relationship management experience in banking or financial services.
• Series 7; Series 66 licenses preferred (or Series 63/65).
• Demonstrated understanding of complex trust, estate, investment, and financial planning issues for affluent and high net worth clients.
• Highly motivated, self-starter with the ability to work autonomously.
• Excellent sales and interpersonal skills.

Responsibilities

• Manages and develops new business for large and complex Trust relationships.
• Administers, invests and/or solicits business for large relationships in compliance with policies, laws and regulations.
• Represents Hancock Whitney in dealings with clients, attorneys, CPAs and beneficiaries.
• Advises management and trust committees on acceptability of assets and use of income.
• Proactively analyzes existing relationships for new business opportunities.
• Monitor, maintain, and update call planner, pipeline, and closed business reports.
• Mentors more junior relationship managers on managing Trust relationships.

Skills

Excellent sales skills

Interpersonal skills

Autonomous work

Education

Bachelor's degree in business or related field

10 years of relationship management experience in banking/financial services

Series 7; Series 66 licenses preferred (or Series 63/65)

Job description

Hancock Whitney Corp. in Houston seeks a Trust Advisor 4 to manage and develop complex client relationships within Private Wealth Management, including estates, trusts, guardianships, and agency accounts.

You will lead as a subject-matter expert for high-net-worth clients. This role involves representing the company to clients, attorneys, CPAs and beneficiaries, while ensuring compliance and proactive planning across assets and income use.