Private Banker & Senior Private Banker | Relationship Manager

Asian Markets Coverage | HNWI & UHNWI Clientele | AUM USD 250M+ | Hong Kong-Based

Confidential Search — Leading Swiss Private Bank

ABOUT THE OPPORTUNITY

We have been exclusively retained by a prestigious, independently operated Swiss private bank with a distinguished global heritage to identify exceptional talent across the Asian private wealth landscape. This is a rare and compelling opportunity for senior private banking professionals to join an institution renowned for its discretion, financial strength, and unwavering commitment to client excellence.

Our client is actively building its Asian footprint and seeks proven relationship builders who have cultivated deep trust with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients. Whether you are an established individual performer or a team leader with an established book of business, this mandate is structured to facilitate your transition with maximum financial protection and career upside.

THE ROLE

Roles available: Private Banker, Senior Private Banker, Relationship Manager, and Senior Relationship Manager.

Our client is equally open to welcoming entire teams where a team lead manages one or more relationship managers and/or support professionals. Team moves will be handled with the utmost confidentiality and structured to ensure continuity for your clients.

IDEAL CANDIDATE PROFILE

• Minimum Assets Under Management (AUM) of USD 250 million, sourced exclusively from HNWI and UHNWI clientele.

• Asian market coverage — with demonstrated expertise across key markets including but not limited to Singapore, Hong Kong, Indonesia, Malaysia, Thailand, Philippines, Greater China, or India.

• A minimum of 5 years' continuous tenure with their current institution.

• At least 7+ years of cumulative private banking or wealth management experience.

• A well-established, portable client portfolio with strong relationships built on trust, performance, and bespoke advisory.

• Demonstrable track record of net new money generation and AUM growth.

• Strong knowledge of wealth planning, investment products, fiduciary structures, and multi-jurisdictional regulatory requirements.

• Team leaders managing one or more bankers or RMs are strongly encouraged to explore a full team transition.

WHY THIS PLATFORM

• A storied Swiss institution with a global platform and genuine commitment to discretion and client-centricity.

• Strong balance sheet, robust capitalisation, and a stable, long-term ownership structure.

• Entrepreneurial culture within a premium brand — autonomy to manage and grow your client relationships your way.

• Access to best-in-class investment capabilities, structured products, alternative investments, and fiduciary solutions.

• A genuine platform for senior bankers to grow their AUM and client base within a supportive and non-bureaucratic environment.

• An institution that values relationship bankers as the cornerstone of its business — not a cost centre.

COMPENSATION

Our client recognises that attracting top-tier talent requires a market-leading proposition. The package has been structured to make your transition both financially rewarding and career-defining:

• Compensation uplift: up to 40% increase on verified total current package.

• Bonus buyout: full or partial buyout of outstanding bonuses, deferred awards, and unvested equity.

• Sign-on package: structured sign-on arrangement negotiable based on individual profile.

• Team moves: bespoke commercial arrangements available for team transitions.

• Long-term incentives: access to the bank's long-term incentive and equity participation programmes.

• Role & title: commensurate with experience, AUM, and seniority; negotiable upward.

CONFIDENTIAL CONVERSATION

All conversations, submissions, and engagements with respect to this mandate are handled with absolute discretion. Candidate identities will not be disclosed to our client without prior written consent. Initial conversations are exploratory and carry no obligation whatsoever. Please contact Luke Ottley directly at luke.ottley@ateca.co.uk for immediate consideration.

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