PRIVATE BANKING / EXECUTIVE SEARCH

Strategic Hiring & Leadership Appointments Across Global Markets

Private Bankers · Team Heads · Market Heads · Heads of Private Banking

For the institutions that define private wealth.

For the people who will shape what comes next.

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PRIVATE BANKING CAREER ADVISORY

Your career deserves a strategy.

For private bankers from Vice President to Managing Director, Team Heads, Market Heads and wealth-management executives across the world’s leading financial hubs, career decisions deserve more than a passing conversation.

The strongest careers are shaped by timing, positioning and conviction.

Growth is most meaningful when it is personal.

Senior moves in private banking are rarely opportunistic. They are the result of careful market positioning, cultural alignment, long-term visibility and strategic timing. We help exceptional professionals assess an opportunity through a broader lens than compensation alone: the platform, the franchise and the business they can build over the next decade.

SELECTIVE REPRESENTATION

We represent fewer people, so every introduction has weight.

We work with a limited number of candidates because we introduce professionals only where there is a genuine probability of long-term success. Our assessment considers the composition and likely portability of a book of business, professional background, technical expertise, market specialisation, leadership potential, motivations, regulatory profile and alignment with a bank’s culture and strategy. When there is a genuine fit with an active mandate, we manage every step in full confidence.

Experienced Relationship Managers

For established professionals with 10+ years seeking a stronger platform, lending capability, product access or greater room to grow. This remains the centre of our work, where strategic moves have the greatest long-term impact.

Rising Talents

High-potential bankers with 3–10 years of experience pursuing VP promotion, broader client responsibility, international exposure or a specialist path in alternatives, structured solutions, entrepreneurs or emerging markets.

Relocating Professionals

Senior bankers moving between Geneva, Zurich, Luxembourg, London, Monaco, Dubai, Singapore and Hong Kong, preserving seniority while building a credible franchise in a new market.

MARKET REALITY

Passive candidates often make the strongest hires.

Many of our best placements come from professionals who were not actively looking: individuals with stable careers, proven performance, enduring client relationships, strong reputations and thoughtful decision-making processes. Those are precisely the qualities leading private banks value most. Exploring the market creates no obligation to move; it provides clarity on market value, positioning and future options.

10–40%

A realistic view of portability: most relationship managers transfer approximately 10–40% of their book in the first two years. The range depends on client composition, geographical concentration, relationship depth, loyalty, jurisdictional regulation, onboarding complexity and the balance between personal franchise and institutional brand. Sophisticated banks understand this reality and structure compensation and growth expectations accordingly.

BEYOND THE BUSINESS PLAN

Long-term franchise value now matters more than a short-term transfer projection.

Modern private-banking hiring is no longer based solely on projected AuM transfers. Leading institutions increasingly assess cultural fit, leadership compatibility, strategic contribution, cross-functional collaboration, ability to develop future business and capacity to build durable client franchises.

Leadership quality
Strategic direction
Financial stability
Commitment to private banking
Lending appetite
Investment capabilities

Credit, risk and advisory resources
Operational support
Compliance philosophy
Technology infrastructure
Long-term visibility
A platform that strengthens the next decade

OUR ROLE THROUGHOUT THE PROCESS

An advocate and strategic adviser from first conversation through onboarding.

Market Positioning: Assessing how experience, client franchise and expertise should be positioned in the market.

Targeted Introductions: Connecting professionals only with active mandates and genuine institutional alignment.

Negotiation: Advising on compensation, guarantees, deferred compensation, non-compete implications and overall deal structure.

Due Diligence: Preparing for interviews, documentation requests, compliance reviews and regulatory approval processes.

Closing & Transition: Supporting final negotiations, resignation strategy, onboarding coordination and transition planning.

HOW TO START A CONFIDENTIAL CONVERSATION

A thoughtful first conversation without commitment.

Begin by sharing a LinkedIn profile or a brief CV. Our first discussion is confidential: we understand your background, review your book of business, discuss career aspirations, assess current market opportunities and determine whether an active mandate aligns with your profile. If not, we maintain a curated candidate database for future strategic searches. There is no commitment and no obligation.

Start a confidential conversation

The best private-banking careers are built through a sequence of well-chosen decisions, not frequent moves. Our mission is to help exceptional professionals understand their market value, identify the environments where they can genuinely thrive, and make career decisions that create lasting value for themselves, their clients and the institutions they join.