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FOR HIRING MANAGERS · PRIVATE BANKING RECRUITMENT

Private Banking Recruitment for Senior RMs, Team Heads & Market Leaders

Executive Partners helps private banks assess senior bankers on portability, commercial viability, market fit and compensation before a profile reaches the hiring committee.

Geneva and Zurich remain core markets, supported by selected searches across Switzerland and international wealth centres.

Explore our Swiss private banking recruitment practice, with dedicated Geneva and Zurich coverage.

CONFIDENTIAL · SENIOR PRIVATE BANKING · EVIDENCE-LED

EXECUTIVE SEARCH · GENEVA

Senior private banking hiring, assessed before introduction.

Executive Partners is a Geneva-based executive search firm focused on Private Banking and Wealth Management. We work with banks and wealth managers on senior Relationship Manager, Team Head and market-lead hiring, with commercial evidence assessed before introduction.

EMPLOYER DECISION FRAMEWORK

What we validate before you see a profile

RISK AND COMMERCIAL REVIEW

How we de-risk a senior lateral hire

01

Client-book portability

We assess AUM composition, wallet share, client dependency and institutional tenure to establish a realistic transferability range.

02

Cross-border and documentation considerations

We identify material cross-border, source-of-wealth, ownership-structure and documentation considerations that may affect onboarding discussions.

03

Non-solicit and transition awareness

We record known contractual restrictions and timing considerations so they can be reviewed by the relevant legal and compliance teams before a transition is planned.

04

Commercial viability

We test the revenue assumptions, transfer timing and expected economics so hiring decisions are based on a documented commercial case rather than headline AUM alone.

TALENT BENCH

A curated bench of senior private-banking talent

Beyond live mandates, we maintain a confidential bench across Relationship Managers, Investment Advisors, Team Heads, EAM and intermediary coverage, compliance and credit risk. Profiles span Switzerland, the Middle East, CIS/CEE, LATAM and Southern Europe. Profiles are shared on an anonymised basis, with full details following an NDA or an existing mandate relationship.

RECENT COMPLETED MANDATES

Selected placement examples

Italian desk · Geneva
Senior Relationship Manager
CHF 280M portable book
Mandate to offer: 18 days
Still at the bank · 22 months
CIS/CEE desk · Zurich
Investment Advisor
USD 140M book · no minimum required
Mandate to offer: 11 days
Still at the bank · 14 months
Swiss onshore · Geneva
Senior Relationship Manager
CHF 190M portable book
Mandate to offer: 24 days
Still at the bank · 31 months

BRIEF A MANDATE

Brief us in one message

Share the booking centre, market focus, seniority, commercial expectations and any relevant regulatory constraints. We will respond with the key calibration questions or propose a confidential discussion.

We cover Director and MD Relationship Managers, Team Heads, Market Leaders, Swiss onshore and international markets, including EAM-facing roles.

NEXT STEP

Build the right senior hire

Brief Executive Partners on the mandate, or explore how our assessment tools support a more informed hiring discussion.

Private Banking Recruitment | Senior RMs, Team Heads & Market Leaders | Executive Partners