Private Banking · Executive Search · Geneva
Where the right banker
meets the right bank.
Senior Relationship Managers, Team Heads and Investment Advisors placed across the world's leading private banking hubs.
Free Tools for Private Bankers
Assess your portability and model your business plan in minutes
Signature tool
Portability Score™
Model realistic AUM transfer potential before any conversation with a bank. Wallet share, compliance status, and timeline — calculated in minutes.
- ✓ Client loyalty analysis
- ✓ Wallet share estimate
- ✓ Non-solicit risk flag
- ✓ Transfer timeline
Strong portability
CHF 154M estimated portable
within 12 months
100% encrypted · no data stored
Approval tool
Business Plan Simulator
Build a three-year revenue case before you walk into any hiring meeting. Banks close offers faster when portability logic arrives pre-documented.
- ✓ 3-year revenue projection
- ✓ Break-even AUM calculation
- ✓ NPC buyout recommendation
- ✓ PDF export ready
3-year revenue projection
Break-even AUM
CHF 95M
NPC buyout
6 months
Built for senior
private banking moves
Executive search and advisory with disciplined portability logic and real market intelligence.
For Private Bankers
- Discreet market calibration
- Portability & business plan review
- Negotiation & onboarding support
For Hiring Managers
- Senior banker mapping
- Verified portability logic
- Clean compliance profiles
For Private Bankers
- Discreet market calibration
- Portability & business plan review
- Negotiation & onboarding support
For Hiring Managers
- Senior banker mapping
- Verified portability logic
- Clean compliance profiles
Markets
Global Private Banking Hubs
Explore mandates across 12 key booking centres
Private Wealth Pulse
Latest Intelligence
Strategy and talent analysis for senior private banking professionals.
The Private Banking Business Plan: What a Hiring Committee Actually Looks For
A private banking business plan in Switzerland is not a revenue projection. It is a stress test. Here is exactly what hiring committees evaluate before they make an offer.
Is Your AUM Actually Portable? The Six Questions Every Private Banker Gets Wrong
Most private bankers overestimate how much of their book will follow them. Here is the honest framework for testing portability before you move.
Compliance Is the New Golden Handcuff
How regulatory complexity became the retention weapon no one admits to using, and why the compliance audit now matters as much as the compensation negotiation.
Frequently asked questions
Clear answers on confidentiality, portability, timing, and compensation—so you can evaluate options without noise.
Top questions
No. Our fees are paid entirely by hiring banks. You never pay anything to work with Executive Partners. This is standard in executive recruitment across the banking sector—employers value top talent and invest accordingly.