For Hiring Managers
Private Banking Recruitment Switzerland — Senior RMs, Team Heads & Market Leaders
The wrong hire costs you two years.
We've placed 200+ bankers. 98% are still there.
We specialise exclusively in private banking. We screen AUM portability, book composition, cross-border fit and compliance profile before you see a name. Average mandate-to-offer: 17 days.
Risk Mitigation
How we eliminate the legal and compliance risk of a senior lateral hire
Every senior lateral hire in private banking carries three categories of legal and compliance risk that most recruitment processes do not surface until it is too late. EP addresses each one before you see a candidate name.
Non-solicit exposure
The risk: A banker joins your platform and contacts former clients before the non-solicit window has closed or in scope of a clause that prohibits indirect approaches. Your institution faces potential exposure in injunction or damages proceedings.
How EP addresses it: Every candidate is screened for non-solicit clause duration, scope, and practical enforceability before introduction. We map the clause against planned client contact timelines and document any residual exposure in the candidate dossier — so your legal team is never surprised.
KYC and documentation gaps
The risk: An incoming banker brings cross-border clients with open source-of-wealth questions, incomplete beneficial ownership structures, or CRS and FATCA gaps that create onboarding friction or trigger a regulatory review.
How EP addresses it: We pre-screen cross-border book compliance status as part of the Portability Score assessment. Candidates with material documentation gaps are identified before introduction. Clients that would have stalled on onboarding are flagged before you make an offer — not after.
Portability mismatch
The risk: A banker is hired on a verbal CHF 400M AUM claim. Twelve months later CHF 80M has transferred and the remainder is institutionally anchored at the previous bank. The business case fails. The hire becomes a multi-year cost.
How EP addresses it: Every introduction includes a written portability rationale covering AUM composition, wallet share by client tier, realistic transfer timeline, and a year-one revenue estimate. The 98% twelve-month retention rate across EP placements is the outcome of this discipline.
Team lift-outs and desk builds
For team moves and desk builds the legal complexity multiplies. EP manages the sequencing of individual approaches, coordinates non-solicit windows across team members, and documents each candidate independently — ensuring the process is defensible and that no single approach creates grounds for a conspiracy-to-breach claim. We have coordinated team moves of two to six bankers across Geneva, Zurich, and Dubai without a legal challenge.
A curated bench of senior private banking talent, ready to move
Beyond our live mandates, we maintain a confidential bench of senior professionals across front, middle and support functions, Relationship Managers, Investment Advisors, Team Heads, EAM and intermediary coverage specialists, and compliance and credit risk leaders, spanning Switzerland, the Middle East, CIS/CEE, LATAM and Southern Europe. Front-office profiles come with portability already screened. All profiles are shared on an anonymised basis; full details follow an NDA or an existing mandate relationship.
Recent mandates completed
Brief us in one message
Tell us: booking centre, market focus, seniority, AUM minimum, regulatory requirements. We respond the same business day with clarifying questions or a proposed call.
- Director / MD RMs, Team Heads, Market Leaders
- Swiss onshore, international desks, EAM-facing roles
- CH · UK · US · MEA · LATAM · APAC coverage
Existing clients: use your secure private URL or contact us to resend it.