Most recruiters send profiles.
We validate revenue.
Executive search exclusively for senior Relationship Managers, Team Heads and Investment Advisors across 15 global private banking markets. Relevant senior-banker introductions are assessed for portability and business-case viability before presentation.
Hypothetical profile, not a specific candidate, guarantee or prediction of future transferred assets.
Know your portable book before anyone else does.
AUM Portability
Score™
Assess the commercial strength and realistic transfer range of your book before speaking to any bank. Our private banking recruitment process tests likely client movement, revenue quality and jurisdictional constraints before a Relationship Manager is introduced to a hiring committee.
- Wallet share depth
- Legal risk by jurisdiction
- EAM co-management flags
- Institutional tenure score
- Transfer range estimate
- PDF dossier download
Compensation Check
Am I paid what I'm worth? Benchmark base, bonus and take-home against proprietary EP data across 15 wealth markets.
- Base & bonus benchmark 15 markets
- Take-home tax estimate Local
- Above/below verdict Instant
Business Plan Simulator
Build a bank-ready three-year revenue case before walking into any hiring committee. Banks close faster with numbers pre-built.
- 3-year P&L projection Auto
- Break-even AUM Modeled
- NPC buyout recommendation PDF
Market Fit Assessment
A 90-second positioning assessment built on real EP placement data. Matched instantly to open mandates in your market.
- No CV, no bank names Anon
- Mandate matching Live
- Market position report Free
An anonymised senior RM placement generated approximately CHF 180M in transferred client assets during the first year following the move. Individual outcomes vary.Managing Director · Swiss Private Bank · Senior team hire · Geneva
Whichever side of the table you're on, start here.
Know your value before you move.
See how your relationships, revenue and market position travel.
- Discreet market calibration
- Portability & business plan review
- Negotiation & onboarding support
- Multi-year career mapping
Senior private bankers receive a confidential view of market fit, compensation and realistic portability before considering a move across Geneva, Zurich or an international wealth hub.
Explore confidential opportunitiesHire revenue, not résumés.
Meet senior bankers assessed for portability and commercial fit.
- Senior banker mapping
- Verified portability logic
- Clean compliance profiles
- 15 markets, one Geneva desk
Banks, EAMs and wealth managers use our retained executive search to identify Relationship Managers, Team Heads and market leaders with defensible revenue and a credible client-transfer plan.
Discuss a retained mandate20 live briefs.
Mandates only.
15 markets.
One Geneva desk.
Private banking intelligence.
What matters now.
Berne Is Building the Accountability Regime London Just Decided to Simplify. Every UBS Senior Banker Should Read the Fine Print.
The bonus clawback is not the story. The responsibility map is. And it lands just as the country that pioneered the original decided a decade in was long enough.
The UBS Banker Who Looks Retained Is Often Just Locked
Why some UBS and legacy Credit Suisse private bankers may look retained while deferred compensation continues to shape mobility in Swiss private banking.
Private Banking Salaries in Switzerland 2026: What Senior RMs Actually Earn
The 2026 compensation data for senior private banking in Switzerland shows a market that is paying more for the right profile and less for the wrong one. Here are the actual numbers.
Clear answers.
No noise.
Do I pay any fees for your services?+
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Your next move should begin with better information.
Confidential discussion. Senior-level insight. No obligation. Fifteen minutes with one of our recruiters on Calendly.