Pioneer
For Heads of Private Banking & Team Leaders
Sharper commercial conversations with your RMs.
The MercuryMetrics RM Archetype Assessment shows how each RM tends to pursue growth, helping you focus reviews, coaching and commercial action on the questions that matter most.
A short questionnaire that shows how an RM tends to approach clients, growth and value creation.
01 · How RMs differ
See how each RM tends to create value.
Each profile maps six commercial orientations, showing where an RM tends to look for growth.
Builder
Deepen existing relationships
Expert
Build relevance through expertise
Strategist
Move closer to important decisions
Confidant
Understand wider client context
Architect
Connect capabilities around complex needs
02 · In practice
Same target.Different commercial questions.
The same commercial objective can call for different questions depending on the RM’s strongest orientations.
Illustrative example
Grow NNM
PioneerStrategist
New openings
and important decisions
- Which new relationships are gaining momentum?
- Which clients are approaching an important decision?
- Where could earlier involvement create more opportunity?
BuilderConfidant
Existing book
and wider client needs
- Which relationships still have room to deepen?
- What do we know beyond the immediate portfolio?
- Where could an unaddressed need become relevant?
What this changes
The profile changes what you investigate in the RM review.
Business evidence determines where to focus next.
03 · From profile to business
Use the profile to focus the conversation.
Look at the profile alongside the RM’s business to identify what to test next.
01
Archetype profile
Leading orientations
02
Business
Pipeline · Client book · NNM · Revenue · Priorities
03
Opportunities to test
Where could this profile matter?
04
Next conversation
What should you investigate or do next?
The profile gives you a place to start. The business tells you where to focus.
04 · Your next RM review
Five questions for your next RM review.
01
Where is the RM’s current approach already generating business?
02
Where could it generate more?
03
Which opportunities fit particularly well with the RM’s strongest orientations?
04
Where could a different approach open another route to growth?
05
What will you test or do differently before the next review?
For your team
Bring sharper questions to your next RM review.
Take the assessment to see the profile for yourself, or share it with your RMs before the review.