Page 1

P R I V AT E B A N K I N G O V E R V I E W


OV E RV I E W

T R AC K R E C O R D

Carlton Senior Appointments is the market leading specialist within the senior appointments market.

55

Over 55 successful placements of

10

Placing Private Bankers in over 10

101

Placements made by the Private

Private Bankers

As a company we believe our exclusive focus within this market place has enabled us to consistently deliver above our more generalist competitors. The Private Banking team within Carlton contains

countries globally

experienced consultants who specialise solely within the Wealth Management sector, recruiting across senior level private banking positions (from senior relationship managers to heads of private banking). Each consultant has developed an in

banking team over 3 years

depth understanding of their specific geographical segment. We are predominantly a retained search agency, with a top database of candidates obtained via networking and referrals.

We also undergo

contingency searches for our key clients.The consultants at Carlton Senior Appointments are all supported by at least 2 researchers which enable us to approach the best candidates in the market, even if they are not actively looking. This allows us to always find the best candidate for our clients.

97%

Of our placements remain in their position for at least 12 months


M A R K E T C O V E R AG E

The team itself is broken into five geographical sub-divisions: •

UK & Channel Islands

US & Asia

Luxembourg, Monaco & Middle East

Mainland Europe (including Germany, France etc)

CEE/CIS

Offering a sophisticated level of discrete and professional service to candidates and clients, the team specialises in placing “front office” individuals, from private bankers and relationship mangers through to investment managers and advisors. We also operate successful mandates in subsidiary/support functions across the Middle Office.Typically, our search function is as follows: •

Relationship Management/Private Banking

Wealth Management

Investment Advisory

Wealth & Tax Planning

Portfolio Management

Business Development

Strategy & Development

Sales & Marketing

Clients range from global financial institutions, to boutique private banks, investment houses, family offices, fund managers and wealth management specialists. All our consultants are vertical experts within the industry.


TESTIMONIALS Clients “The consultants at Carlton provided me with several well selected profiles matching the requirements of my team and organization. The team convinced through persistence and high quality. I can recommend them for similar searches.” Head of Private Banking - Private Bank

“The consultant at Carlton Senior Appointments was a delight to work with. He was sincere, genuine, hard working and above all has integrity in everything he does. His hard work gets results.” Managing Director - International Bank

“Carlton Senior Appointments helped me fill a key position with Global responsibilities providing very high caliber candidates and managing communications effectively. The team displayed a real appreciation of the brief, the role and the type of individual required. Carlton supplied a number of short listed candidates and managed candidate expectations and feedback very professionally” Global Head of Financial Planning – International Private Bank


Candidates “When recently deciding on an employer and career change I met with a number of recruitment consultants but the consultant at Carlton Senior Appointments stood out from the rest. He took time to understand my transferable skills, career aspirations and requirements, he regularly updated me on progress and was forthcoming with ideas and opportunities that I had not considered. This differed from a number of other recruitment consultants I spoke with who seemed focused on placing me in a job as opposed to understanding my longer term career aspirations. His hard work and commitment resulted in us securing a position in a reasonably short timeframe but more importantly a great fit for me. I would be happy to recommend this consultant to others who are in a similar situation as I was.” Director – Wealth Management Firm

“Just a short note to thank you and the whole CSA team that supports you for the high degree of professionalism you all showed, (as well as, the genuine personal interest you made us feel) in managing to place me with a reputable bank at the current time of international crisis and very shortly after I contacted you. This is why I have spoken so highly of you to others on both sides of the equation – employer and employee. We also highly appreciate the several calls you have made over a period of time after the appointment to ensure that all was well after the commencement of work.” Director - Private Bank


W H Y WO R K W I T H U S ? MARKET SPECIALIST CONSULTANTS Consultants have specialist market knowledge and experience enabling them to identify the highest calibre candidates for every assignment. RESEARCH LED RECRUITMENT We recruit through networking, referrals and relationships that we have built to ensure the best candidates are sourced

INTERNATIONAL RESOURCES Our extensive International network allows us to source private banking professionals not just from local sources but also internationally from countries around the world allowing us to provide a more extensive service than local agencies

K E Y P L AC E M E N T S Level

Position

Location

Managing Director – Market Head

T1 International Private Bank

Singapore

Global Head of Wealth Planning

International Private Bank

Switzerland

Diretor/Head Of Family Office Clients

International Private Bank

Hong Kong

Director for NRI Clients

T1 International Private Bank

Switzerland

Director/Head of Australian UHNW

T1 Private Bank

Singapore

Senior Private Banker

Local Private Bank

Monaco

Senior Investment Manager

Wealth Management Firm

Miami

Executive Director

T1 Local Private Bank

Singapore

Director/Desk Head

T1 Private Bank

Switzerland

Senior Private Banker

Local Wealth Management House

Luxembourg


C O N TAC T U S +44 207 078 0510 privatebanking@carltonseniorappointments.com www.carltonseniorappointments.com

SINGAPORE

NEW YORK

Samsung Hub

245 Park Avenue

3 Church Street, #09-02

39th Floors

Singapore 048493

New York, NY 10167

T +65 6589 4458

T +1 212-209-7322

LONDON

MUNICH

33 King William Street

Carlton Senior Appointments

8th Floor

Landsbergerstrasse 155

London, EC4R 9AS

80867 Munich

T +44 207 078 0510

T +49 89 57959 425

Private Banking Overview  

Carlton Senior Appointments

Read more
Read more
Similar to
Popular now
Just for you