Private Banker & Market Leader

CENTRAL BANCOMPANY, INC.Naples, FL
Onsite

About The Position

Central Bank is a relationship-driven institution that pairs the responsiveness of a community bank with the depth of a full wealth, trust, and private banking platform. We compete on what the national players struggle to deliver in Southwest Florida: local decision-making, direct access to senior bankers, and continuity of relationship over time. For affluent clients and the business owners and professionals who advise them, that combination is the difference between being a client and being a number. We are building our presence in the Naples and Bonita Springs market, one of the most competitive and rewarding wealth markets in the country, and we are looking for a leader to anchor it. The Private Banker & Market Leader is a player-coach role: you will personally build and manage a portfolio of high-net-worth client relationships while leading the growth, performance, and reputation of Central Bank in the Naples market. This is a rare combination of personal production, local leadership autonomy, and access to a full fiduciary wealth and trust platform — without the layers of approval and handoffs that frustrate top producers at larger institutions. The right person is a credible advisor in their own right, a respected presence among Naples-area centers of influence, and a leader others want to follow. You will own the market, shape the team, and have the platform and decision-making latitude to deliver for clients.

Requirements

  • Proven success in private banking, commercial banking, or wealth management relationship development, ideally serving high-net-worth clients.
  • Strong business development skills, with an established network in the Naples / Southwest Florida market or a demonstrated ability to build one quickly.
  • Leadership presence and the ability to influence, coordinate, and develop teams, including without direct authority in all cases.
  • Comprehensive knowledge of banking products, lending, and private banking relationship strategies, with working fluency in wealth, trust, and investment concepts.
  • Excellent communication, interpersonal, and client advisory skills, with the polish to operate among sophisticated clients and their advisors.
  • Strategic mindset paired with the discipline to execute and produce results.
  • Bachelor's degree in Finance, Business, or a related field preferred.
  • Minimum of 7 years in banking, private banking, or relationship management; 10+ years preferred given the leadership scope of this role.
  • Ability to travel within the Naples and Bonita Springs market.
  • Active participation in community and professional organizations.
  • Regular and reliable attendance and punctuality are required.
  • Must be able to perform the essential functions of this position with or without reasonable accommodation.

Nice To Haves

  • CFP preferred; CTFA, CPWA, or comparable designations a plus.

Responsibilities

  • Develop, manage, and grow a personal portfolio of high-net-worth client relationships through proactive outreach, referrals, and tailored financial solutions.
  • Serve as the lead trusted advisor across clients' banking, credit, deposit, and wealth needs, coordinating specialists to deliver an integrated solution.
  • Structure and manage private banking credit, deposit, and treasury relationships, growing both sides of the balance sheet.
  • Identify and act on opportunities to deepen relationships and connect clients to the bank's wealth management, trust, and investment capabilities.
  • Serve as the senior Central Bank presence in the Naples market, setting the tone for growth, service, and professionalism.
  • Align local team members around shared growth objectives, disciplined business development, and service excellence.
  • Coach, mentor, and influence bankers and partners to strengthen sales effectiveness and relationship management — leading through credibility and example, not title alone.
  • Contribute to market strategy, talent development, and the bank's competitive positioning in Southwest Florida.
  • Build and maintain relationships with attorneys, CPAs, family offices, and business leaders who serve and refer high-net-worth clients.
  • Partner closely with lending, treasury management, wealth management, and trust colleagues to deliver comprehensive, seamless client solutions.
  • Represent Central Bank visibly in community and professional organizations across the Naples and Bonita Springs market.
  • Maintain a high standard of responsiveness and service quality to drive client retention and satisfaction.
  • Ensure all activity complies with applicable banking regulations, including Bank Secrecy Act / AML requirements and information security standards.
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