JOB FUNCTION / SUMMARY:
This position is primarily responsible for developing comprehensive, integrated, multi-generational wealth strategies for high net worth clients.
ESSENTIAL DUTIES & RESPONSIBILITIES:
- Drives advisory-based planning process to ensure the delivery of comprehensive wealth management strategies to meet client objectives.
- Act as a resource for client and wealth team members on business succession, executive compensation, wealth transfer and retirement planning issues.
- Engage in the delivery of financial planning services to new and existing high net worth clients
- Works with wealth partners to identify and pursue the acquisition of qualified high net worth clients.
- Collect data necessary for the preparation of financial and estate planning recommendations
- Analyze client financial information and deliver financial advice and appropriate solutions based on client needs
- Partner with clients other advisors (CPA, attorney)
- Establish and maintain excellent working relationships with members of a Relationship Team designated to support client service and client development
- Provides ongoing relationship servicing with current clients to maintain goodwill and identify additional client needs.
- Represent the bank in civic, community, and industry functions to network and develop additional business
- Participate in the on-going improvement and refinement of Private Banking brand, processes, products, services, and operating policies and procedures.
MINIMUM REQUIRED EDUCATION, EXPERIENCE, & KNOWLEDGE:
- Bachelors degree with a concentration in business, accounting, or finance. MBA preferred
- 10+ years of experience in financial advisement or planning
- Demonstrated understanding of complex estate, investment and financial planning issues for affluent and high net worth clients.
- CFP, JD, or CPA highly preferred
- Highly motivated; Self-starter with the ability to work autonomously
- Excellent sales and interpersonal skills required
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
- Ability to work under stress and meet deadlines
- Ability to operate related equipment to perform the essential job functions
- Ability to read and interpret a document if required to perform the essential job functions
- Ability to travel if required to perform the essential job functions
- Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an undue hardship then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
DISCLAIMER
This job description is only valid as of the date it was revised. Please contact the HR Compensation Department to obtain the latest version. Information contained herein should be treated as confidential to Hancock Whitney.
NOTHING IN THIS JOB DESCRIPTION RESTRICTS MANAGEMENTS RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THE JOB AT ANY TIME
