Director, Wealth Portfolio Management

Hancock Whitney

Director of Wealth Portfolio Management responsible for client engagement and asset management strategies. Leading a team in investment decisions and strategic planning for high net worth clients.

Posted 7/24/2026full-timeGulfport • Florida, Louisiana, Mississippi, Texas • 🇺🇸 United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in investment strategy development, asset management, and client engagement, with a strong focus on compliance and regulatory standards. Proficient in financial analysis and communication, ensuring effective presentation of investment strategies to diverse audiences.

Highest-signal resume keywords

Investment Strategy DevelopmentFinancial AnalysisClient EngagementCompliance with Banking RegulationsChartered Financial Analyst (CFA) or CIMA Designation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment ProductsAsset AllocationEconomic AnalysisPortfolio ManagementInvestment Decision MakingMethodology DevelopmentTrusts UnderstandingMarket Conditions EvaluationInvestment Process Formulation

Soft Skills

CommunicationPresentation SkillsClient Relationship Management

Tools & Technologies

Microsoft Office SuiteBloomberg ProfessionalMorningstar Direct

Certifications & Qualifications

Chartered Financial Analyst (CFA)CIMA Designation

Industry Keywords

Wealth ManagementInvestment StrategiesAsset ManagementBanking RegulationsHigh Net Worth Clients

About the role

Key responsibilities & impact

Oversees the development of methodologies for investment strategies and the ongoing process of reviewing and modifying existing methodologies.
Ensures our team has professional sales and retention presentation materials for all client engagement opportunities.
Monitors and maintains appropriate account book sizes for portfolio management team.
Assists in asset management product development.
Helps in raising the visibility of HW Asset Management through planning and development of programs to write or speak about our firm and market and economic related topics to both internal and external audiences.
Meets with current and potential high net worth and industrial clients to discuss and determine an appropriate investment strategy and asset allocation for the client.
Executes strategies in accordance with the process, policies and procedures of the Wealth Management Group.
Makes investment decisions regarding security selection and asset allocation for client portfolios.
Evaluates, studies, and effectively communicates current economic and market conditions.
Formulates and reviews the investment process and change as conditions warrant.
Provides written and oral communication to clients, consultants, Bank management, the Hancock Horizon Funds' Board and others regarding investment strategy and results.
Audits accounts, records and certifications to ensure compliance of workers with standard procedures of Wealth Management.

Requirements

What you’ll need

Bachelor's degree, preferably in Business, Finance, or Accounting.
7+ years of investment and financial analysis experience.
A Chartered Financial Analyst or CIMA designation is preferred.
Requires an advanced understanding of trusts and investment products, strategies and markets.
Requires an advanced understanding of banking and investment regulations.
Requires advanced skills with the Microsoft Office suite of products, Bloomberg Professional and Morningstar Direct.

Benefits

Comp & perks

Equal Opportunity/Affirmative Action Employers.
Professional development opportunities.