Trust & Specialty Assets Portfolio Manager

Hancock Whitney; New Orleans (LA); On-site; USD 90,000 - 130,000; Full time

Job summary

Hancock Whitney in New Orleans is seeking an experienced asset manager to oversee a complex portfolio of trust and asset management relationships, including real estate, oil & gas, closely-held entities, notes, mortgages, and tangible personal property.

You will lead new business development, provide specialty assets solutions, coordinate with internal partners, mentor junior staff, and ensure compliance with laws and bank policies while delivering exceptional service to clients.

Qualifications

• Requires a Bachelor's degree in Business, Finance, or Accounting and three years of related specialty assets experience.
• Experience in trust administration/operations or financial services is preferred.
• Proven ability to manage complex assets and client relationships.

Responsibilities

• Manages and develops new business for large and complex trust relationships.
• Provides specialty assets management and client services for a portfolio of assets in accordance with governing documents and laws.
• Designs and manages assets or portfolios to meet client objectives and performance.
• Mentors junior asset managers and administrators as needed.
• Ensures compliance with bank policies and applicable laws.

Skills

Client relationships

Asset management

Leadership

Mentoring

Education

Bachelor's degree in Business/Finance/Accounting

Tools

Microsoft Office

Excel

PowerPoint

Job description

Hancock Whitney in New Orleans is seeking an experienced asset manager to oversee a complex portfolio of trust and asset management relationships, including real estate, oil & gas, closely-held entities, notes, mortgages, and tangible personal property.

You will lead new business development, provide specialty assets solutions, coordinate with internal partners, mentor junior staff, and ensure compliance with laws and bank policies while delivering exceptional service to clients.