Private Banking • Team Alpha

Performance Ledger

Aggregated analysis of relationship manager competency, AUM risk exposure, and compliance adherence.

Report Date
Sun, Nov 30, 2025

Net AUM Exposure

$45,000,000

Warning: Sensitivity

Avg. EQ / Trust Index

7.2

/ 10.0

Target: 8.5

Cross-Sell Velocity

1.2x

Institutional Avg: 1.1x

Training Compliance

64%

Focus: Regulatory & Trust

Relationship Managers

Banker / AUMSimulationsAlpha ScoreLast ActiveTrend
Sarah Chen
$120,000,000
24
92
2 days ago
Marcus Johnson
$95,000,000
18
87
5 days ago
Emily Rodriguez
$110,000,000
31
95
1 day ago
James Wilson
$65,000,000
12
78
3 weeks ago
Priya Patel
$40,000,000
28
89
4 days ago
David Kim
$85,000,000
22
85
1 week ago

Systemic VulnerabilitiesAction Req.

Objection Handling42% Failure Rate

Fee justification vs. Retrocessions.

Initiate Training Program →
Cross-Selling30% Failure Rate

Missed family-complexity cues.

Initiate Training Program →
Managing Drawdowns55% Failure Rate

Re-anchoring failure.

Initiate Training Program →
Cross-Border LPOA68% Failure Rate

Documentation nuances.

Initiate Training Program →

Live Feed

ER

Emily Rodriguez completed Cold Call Opening

2h agoScore: 94
SC

Sarah Chen completed Closing Techniques

5h agoScore: 88
MJ

Marcus Johnson completed Discovery Call

1d agoScore: 91
PP

Priya Patel completed Cold Call Opening

2d agoScore: 86
DK

David Kim completed Enterprise Sales Pitch

3d agoScore: 87