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Trust Specialty Asset Manager
Hancock WhitneyAsset Manager managing complex portfolios for Trust and Asset Management accounts. Focus on specialty assets management and large client relationships across multiple locations.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in specialty assets management and client services, ensuring compliance with governing documents and applicable regulations. Possesses strong analytical skills to interpret legal documents and a solid understanding of the banking industry.
Highest-signal resume keywords
Specialty Assets ManagementTrust AdministrationClient Relationship ManagementRegulatory ComplianceMicrosoft Office Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
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Hard Skills
Specialty Assets ManagementTrust AdministrationBanking Industry KnowledgeReal Estate Services ExperienceOil & Gas Services ExperienceFinancial Services ExperienceAnalytical SkillsLegal Document AnalysisClient ServicesPortfolio Management
Soft Skills
Exceptional Service DeliveryNew Business DevelopmentSupervisory Skills
Tools & Technologies
Microsoft ExcelMicrosoft PowerPointMicrosoft Office
Industry Keywords
Banking RegulationsFederal LawsState LawsLocal LawsTrust Department Policies
About the role
Key responsibilities & impact- Manages and develops a complex portfolio of specialty assets and large client relationships for Trust and Asset Management accounts.
- Provides specialty assets management and client services for a complex portfolio of specialty assets in accordance with the terms of governing documents, client investment needs, applicable federal, state, and local laws and regulations, and Bank/Trust Department policies and procedures.
- Acts as the specialty assets management representative for internal partners focusing on exceptional service delivery and new business development in a specific or regional geographic area.
- Analyzes, studies, and gains full understanding of governing and legal documents.
- Assures the specialty assets management and account activities are in compliance with Bank/Trust Department policies, procedures, and any applicable federal/state laws and regulations.
Requirements
What you’ll need- Requires a Bachelor's degree, preferably in Business, Finance, or Accounting
- Three (3) years of professional real estate, oil & gas, or other specialty assets services experience and/or training
- Trust administration/operations, banking, or financial services experience and an understanding of the banking industry preferred
- Supervisory experience preferred
- Industry licensing and/or certifications preferred but not required
- Must be able to demonstrate experienced knowledge of specialty assets management and administration
- Basic knowledge of Microsoft Office applications, including Excel, PowerPoint, and Office required.
Benefits
Comp & perks- Equal Opportunity/Affirmative Action Employers.
- All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.