Private Banking

Specialist Search Recruiters of Private Banking professionals internationally.

We contribute directly to the success of Private Banks worldwide, through bespoke talent acquisition techniques, that helps secure the engagement of senior leaders and strategic hires .

Private Banking Defined

Private banking is a general description for banking, investment and other financial services provided by banks and financial institutions primarily serving high-net-worth individuals (UHNWIs/HNWIs) – those with very high income and/or substantial assets.

The term “private” refers to the type of customer service rendered.  Private Banking is provided on a more personal basis than you will find in mass-market retail or commercial banking, usually via dedicated bank advisers.

It has typically consisted of banking services (deposit taking and payments), discretionary wealth/asset management, brokerage (for the buying and selling of securities and other types of investments), limited tax advisory services and some basic concierge services, typically offered through a gateway provided by a single designated relationship manager.

FINCO Search provides a comprehensive suite of Recruitment Search and Selection services across all permanent and contract roles within the Private Banking and Wealth Management sector globally. 

The sectors we cover within Private Banking are detailed below:

HNW/UHNW Individuals
Institutional and Corporate
Investment Management
Financial Planning

Portfolio Management
Relationship Management
Tax Planning
Inheritance Planning

We provide bespoke services based upon our extensive knowledge of both recruitment methodologies and our sector specific experience.  Our Private Banking clients require a bespoke, targeted approach, based on client base, geography, type and office set up – we utilise a research led, headhunt approach to allow us to identify, source, screen and introduce the best talent in the market to our clients. 

Guaranteed Search Methodology

Working with FINCO Search takes away the uncertainty and unpredictability of output that a standard recruitment firm delivers by presenting tailored retained search and selection services through unrivalled data mapping techniques. 

We believe the contingency market can often represent an over-brokered and under-serviced recruitment model that leads to speed over quality and often a race to the bottom in respect of delivery. 

Our retained search solution offers our clients a full partnership on strategic and critical hires where we take the full responsibility of getting the right candidate on the desk in a time-efficient manner.

What’s more we also guarantee each hire for 12-months to each of our select clients in the Asset Management sector.  

FINCO Search is a specialist in recruitment project mapping/project management and offer a full 360 degree managed recruitment service, taking ownership of advertising, sourcing, candidate negotiations and on-boarding.   

FINCO Search operates on a strict framework and workflow for our clients utilising our retained search function.  Prior to any search taking place, we take time to understand our client’s business structure, culture and what makes them tick to ensure that we are not only resourcing the best talent in the market, but that we are screening our candidates on a fit way beyond their CV.  A true recruitment partner must be able to extend a brand as though they are one, and only with a true understanding of the brand can they begin to provide a true value added and suitable recruitment solution. 

Our retained searches consist of an end to end, consultative and surgical level approach. Let us be clear; retained searches guarantee a dedicated consultant and headhunter/researcher, specific to your firm and hire, until we have placed the position with you.  

Our consultants are proud to have a 100% fill rate on retained searches.

For an exploratory discussion around your specific requirements you can speak to an expert advisor in confidence.  You will be directed to a partner who knows the relevant market information to your sector.

FINCO Search will then deliver to you a suitable proposal for review after an initial Teams consultation with all interested stakeholders.

To request a call back please click here or you can reach someone directly on:

EUROPE +44 203 927 5080
USA +1 646 813 9703
APAC +65 3158 1080

Top 5 Private Banks

  1.     UBS 
  2.     Morgan Stanley
  3.     Bank of America
  4.     J.P. Morgan Private Bank
  5.     Citigroup

Typical Private Banking Roles…

Private Banker
Relationship Manager
Compliance Manager
Client Executive
Client Onboarding Specialist
Financial Analyst
AML Executive
Business Developer
Operations Manager
Investment Advisor

These are just a few examples of positions we recruit for, other positions are available.

To see our latest vacancies, please click here –  Private Banking jobs


Here at FINCO Search we are retained by our clients to work on an exclusive and confidential basis. 

That often means that with certain clients, we are representing opportunities with them that are not in the public domain for confidentiality reasons.

We predominantly reach out to candidates directly for mandates that we are working on and only advertise roles to ensure our clients have full visibility of the talent landscape for shortlisting.  

Once engaged on a particular position we support all candidates throughout the recruitment process providing a full briefing on the opportunity, the company and all of the people involved in the hiring process. 

Our personalised approach ensures we are best fit for Private Banking professionals looking for their next career move.

If you are interested in being considered for existing or future mandates in the UK or internationally then please call us now on +44 (0) 203 927 5080 or register your CV online here and one of our Specialist Recruitment Search Consultants will contact you ASAP.

Example Private Banking Recruitment Projects

FINCO Search has worked on a wide range of Private Banking, Relationship Management, Operations and Analyst roles globally.  Examples of our recent projects:

  • Private Banker | London, United Kingdom | US Private Bank
  • Relationship Manager | Zurich | Swiss Private Bank
  • Investment Analyst | Singapore | Family Office
  • Private Banker | New York, USA | US Private Bank
  • Senior Private Banker | Geneva | EU Private Bank
  • Head of Compliance | London, United Kingdom | UAE Bank

You can't fall back on the private sector and say, 'You take care of the nation's banking system.' That's a fundamental function of the government, the Federal Reserve, the Treasury and the FDIC, etc. All of those agencies have a major role to play there.

— Dick Cheney