Wealth management runs on trust: recruiting in this sector demands the same discretion as the profession itself.
Wealth management rests on relationships of trust built over years between a private banker or wealth manager and their clients. Recruiting in this sector means assessing not just technical expertise, but the ability to transfer a sensitive client relationship. Turgot Executive Search conducts these mandates with the discretion this transfer demands.
We qualify the real strength and transferability of a client book, beyond declared volumes alone.
Wealth management tolerates no leaks: every approach is conducted with absolute discretion.
Private banks, family offices, independent wealth managers: our consultants know the organisations and their respective cultures.
Recruiting in wealth management starts with precisely qualifying the client segment targeted — entrepreneurial wealth, family wealth, international wealth — to target candidates whose experience genuinely matches. The direct approach is then conducted with heightened discretion, a condition for discussing any transfer of a client relationship.
Through an analysis of the nature and length of the relationship and the client's dependence on the individual rather than the institution, complemented by careful referencing.
Almost always: a private banker or wealth manager in post can only consider a move with complete discretion, or risk weakening their current client relationships.
Yes, see our dedicated family office recruitment page, a related segment with its own specifics.
Wealth management recruits profiles that sell time and trust as much as financial products. A senior private banker changing institution is not recruited like a financial analyst. Understanding their deep motivations, assessing their potential client portfolio, and proposing a credible professional project — not simply a better compensation package — is what makes the difference.
Turgot Executive Search supports private banks, multi-family offices, and IFA groups in recruiting private bankers (with or without client portfolio), wealth managers, private banking directors, and commercial development leaders. We operate in Paris and major French markets, and in Geneva for cross-border profiles.
A consultant will personally respond within 24 business hours, to understand your needs and introduce you to the specialist best suited to your sector.
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