updated help needed within next few hours for crafting next WSO success story

afz's picture
Rank: Senior Monkey | 89

Dear monkeys, I need ur urgent advice. I am currently in an ops role but i have had the opportunit y to show the big guns that I am quite knowledgable and skillfull and possess the overall know how of all the front office tasks ( well its the treasury of the l;argest commercial bank of my country), thanks to a special assigment which I took on solely and completed it. I can say with ease that I have impresses the big guns with confidence because after the last meeting abt the assignment where all the big guns were there ( and I was also there as I was responsble for the stuff being discussed), the Treasurer asked me if back office is good or front? and I replied that both are good but FO is obviously better ( bit diplomatic I know). then he said that he will pull me to FO when some suitable opportunity arises.

Now we have a treasury financial controller seat vacant in our front office ( I know financial control is not directly a FO role but at my bank it is part of the FO and considered as one of the ) and they are in a problem to find the right person from within FO and are starting to invite people for interviews. Obviously I would like to be a trader rather than a financial controller, but the problem is that it cannot be predicted when a trader psoition will arise and will the Treasurer pull me out of BO as he said , therefore, I am thinking I should go and ask him to consider me for the financial controller role and once I am part of the FO i can pave my way for other more desirable Fo roles.

Now what I wana ask u guys is to guide me to that would it be right to approach the Treasurer directly without informing my BO head ( who has quite good relations with the Treasurer) . I am going to rewrite the fact here ( so u dont overlook it) that the Treasurer has himself said that he would pull me to the FO when a suitable opprtunity arises. if I should not approach him directly than what should I do. Taking my BO boss in confidence is not the right option i guess because he would not let me go and might even kill my future chances if any.

I am suitable for the role being a chartered accountant and CFA (passed all levels) and should I go to the Treasurer and sell myself ( he is already impressed as I told you but I think informing him about my qualifications and that they are relevant to the role would most likely increse my chances).

Kindly advise ( might be I become another success story of WSO- a small one though).

and please pardon my spelling

Comments (13)

Apr 8, 2010

great attitude - be respectful but honest when you talk to him - absolutely if you're on good terms with the guy express your interest and maybe give a quick 20 second pitch on how you think you're perfect for the job

best of luck!

Apr 8, 2010

Have confidence without being arrogant.

Apr 8, 2010

If you initiate the meeting with the treasurer, keep it personal/friends/networking/light. Would not keep it heavy/job focused/professional career concerned. As treasurer has said, if he "sees" something he'll let you know; with that said obviously you need to show persistence/leadership/ambition.

But with your head friends with the treasurer; your head obviously knows your treasurer better, has stronger connections/relationship and better leverage than you - you can assume they talk about personal/professional on a daily basis. Additionally, they are both higher professional status than you. Treasurer obviously doesn't want to screw head, as transitions take time (with you leaving, ops will have a hole) and bottom line affects everyone.

Sooo cut to the chase - initiate contact with treasurer and keep it light/friend (can't hurt; but will the other way around) - if he doesn't bring it up, bring it up subtlely (there are millions of ways to do this) - but don't directly bring it up (reason as mentioned above is don't wanna piss Head off, especially as he has higher leverage than you). Then do the same with head, and bring it up indirectly as well. Push forward slowly but ambitiously.

The above analysis/interpretation assumes you do not have strong relations with treasurer and that his comments thus far to you aren't super tight; also appears that you don't have a super strong and supportive relationship with your head. Better safe than sorry, so be smooth. No one is gonna hate you for being ambitious, BUT when they are piss (ie mistrust) they will can you before you know it 3 days after when you are still trying to figure it out

Apr 8, 2010

have you thought about talking to a different big gun?

Apr 8, 2010

Dude! Seriously, you're writing is terrible. Terrible! I'm not even sure what you're problem is from reading the post.

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Apr 9, 2010
tandaradei:

Dude! Seriously, you're writing is terrible. Terrible! I'm not even sure what you're problem is from reading the post.

please ask those above who have given advice, its WSO not a "who is gonna be the next sheikspeer contest".

if u cant even read carefully you have no right to comment on the writing skills dudue.

Apr 9, 2010
afz:
tandaradei:

Dude! Seriously, you're writing is terrible. Terrible! I'm not even sure what you're problem is from reading the post.

please ask those above who have given advice, its WSO not a "who is gonna be the next sheikspeer contest".

if u cant even read carefully you have no right to comment on the writing skills dudue.

He can't read carefully because you can't write properly... I had to read your last comment out loud before I figured out you meant to write "Shakespeare" (at least... that's the closest thing 'sheikspeer' can be). And it's dude, not dudue.

Clarity, structure, and brevity go a long way - especially when requesting help on WSO.

Honestly man, I recognize you from your previous posts and with each one people keep telling you to work on your writing/communication skills. We like to bag on people here, but when you're told repeatedly your writing blows, you should know it's an area to work on because it is also a skill set necessary in front office.

Anyway, be assertive. Keep in contact with the treasurer, ask him about the role. I don't think you even need to think 'am I being subtle or too aggressive' because he'll take the hint. Then be honest about it. 'I realize you're interviewing outside candidates; I would like to be considered and I've got the right skill sets - list out (20 secs - don't ramble) why you're good, (e.g., the CA, CFA exams are all done, the project and initiative you've shown, etc.) That said... I don't know if a role like Financial Controller would really lead to trading. They are very different...

Apr 8, 2010

Why is this ludicrous post in i-banking bullpen?

Apr 9, 2010
jhoratio:

Why is this ludicrous post in i-banking bullpen?

its here because its urgent

Apr 10, 2010

Update,

I went to the treasurer and asked him that as he had said that he would take me for a FO role, I am willing to join the vacant position of the Financial controller. I asked him to kindly initiate the proceedings and he replied that he had already asked my boss and the ops group head twice to release me but they have denied.

I told him that they didn't even share the opportunity with me and should I talk to my boss. The treasurer said that if they consent to release me, he will take me up asap.

Now guys please advise me how should I proceed now and take up this matter with my boss. I personally think that I should not complain that why he didn't discussed with me about the Treasurer's requests to release me .Please advice what I should bring up in the discussion and what not.

Apr 12, 2010

any body?

Apr 12, 2010

Maybe you should tell him that this is the better fit for you and your future goals. You feel incomplete in your current position, ask him not to withhold your growth from you. Be sincere and professional.

Apr 12, 2010
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