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Executive Partners, Private Banking Executive Search

Private Banking · Executive Search · Switzerland

Most recruiters send profiles.
We validate revenue.

Executive search exclusively for senior Relationship Managers, Team Heads and Investment Advisors across 15 global private banking hubs. Mandates only. No CV flow.

Portability Intelligence · Executive Partners

The only recruiter built on portability intelligence

Three institutional-grade tools. Free, confidential, no login required.

New · Market Fit Assessment

The market has a position for your profile. Find out what it is.

A 90-second positioning assessment built on real EP placement data. No CV, no bank names. If your profile matches an open mandate, you will see that too.

Signature tool

AUM Portability Score™

Know exactly how much of your book will realistically follow you before speaking to any bank. A 30-point framework refined across live mandates.

Wallet share depth
Legal risk by jurisdiction
EAM co-management flags
Institutional tenure score
Transfer range estimate
PDF dossier download
Live preview
execpartners.ch/en/portability
68/100

Strong portability

CHF 154M

estimated portable within 12 months

Client loyalty
Wallet share
Compliance status
Calculate your score2 minutes · free
Approval tool

Business Plan Simulator

Build a bank-ready, three-year revenue case before walking into any hiring committee. Banks close offers faster when you arrive with the numbers pre-built.

3-year P&L projection
Break-even AUM
Committee readiness score
Portability assumption
NPC buyout recommendation
PDF export ready
Live preview
execpartners.ch/en/bp-simulator

3-year revenue projection

Year 1 (conservative)CHF 890K
Year 2 (base case)CHF 1.54M
Year 3 (target)CHF 2.1M

Break-even AUM

CHF 95M

NPC buyout

6 months

Run simulation5 minutes · free
· Senior-level only· 100% confidential· No login required· No data stored

Two sides.
One standard.

Whichever side of the table you're on, start here.

For Private Bankers

CHF 154M

Median assessed portable book

  • Discreet market calibration
  • Portability & business plan review
  • Negotiation & onboarding support

For Hiring Managers

22/30

Minimum validation threshold to present

  • Senior banker mapping
  • Verified portability logic
  • Clean compliance profiles
200+
Placements
98%
12-month Retention
17d
Avg. Mandate-to-Offer
As featured inFinews
Mandate Radar
FAQ • Candidates • Confidential process

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.

Next step

Ready to calibrate
your next move?

Confidential discussion. Senior-level insight. No obligation.

Schedule a confidential call

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