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Private Banker Jobs · NEW YORK

Discreet senior moves in New York private banking

We work on Director / MD Relationship Manager and Team Head mandates in New York, focusing on documented AUM portability, cross-border fit and platforms where your franchise is genuinely strategic.

Share your profile confidentiallyView the New York market sheet

Portability-first screening

We quantify AUM, ROA and lending behaviour before we ever send your CV.

Calibrated shortlists

Only platforms where your book, segment and cross-border profile make sense.

3-year business plan support

We help shape a realistic, defendable business plan per platform.

Typical mandates we run in New York

We don’t advertise most senior roles. Below is indicative of the type of searches we handle in New York.

Hot roles

  • UHNW Banker
  • Team Lead LatAm
  • Credit-led PB

What clients look for

  • Portable AUM with clear, documented revenue history
  • Regulatory fit (onshore vs cross-border) and clean profile
  • Demonstrated ability to grow NNM beyond your current platform
  • Alignment with their product architecture (DPM, Alts, credit)

Skills that move the needle

  • Private credit
  • Secondaries/Alts
  • Complex lending

What we screen before sharing a CV

We act as an internal filter for hiring managers, so the shortlist they see already anticipates typical risk, business and HR questions.

Portability & book behaviour

  • Headline AUM vs realistic portable AUM bands
  • ROA, mandate penetration and lending behaviour
  • Wallet share and key relationship anchors
  • Cross-border mapping vs booking centres (current and target)

Platform fit & business case

  • Regulator / licensing fit for the target booking centre
  • How the new platform improves product, credit or succession for clients
  • 3-year NNM, revenue and margin scenarios using our Business Plan Simulator
  • Narrative that can stand up in risk, HR and ExCo approvals

If you lead a desk in New York and would like a calibrated view of the senior banker market, you can visit the Hiring Managers page or contact us directly.

Apply confidentially for roles in New York

Share a high-level overview of your book, your ROA and the type of platform you are targeting. We only approach institutions for which your franchise is strategically relevant.

Apply confidentiallyContact Executive Partners

We never send your profile to any institution without your explicit consent for that specific platform.

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