From: Client advisor, Wealth Management
To: Desk head, Wealth Management, global ultra-high net worth

I was a client advisor for 20 years before stepping up to the position of desk head, managing a desk in global ultra-high net worth Indonesia about four years ago. This transition, in truth, was challenging and the journey was filled with lots of surprises.

The unique opportunity to play a part in moving my colleagues to their own success energizes me in return.

I have to be a shining example to those I led, and the development of my people skills, creativity and motivation for the team are strong incentives to do my best. The unique opportunity to play a part in moving my colleagues to their own success energizes me in return.

In the firm, my line manager had devoted plenty of time to guide me. Various forums, such as desk head conferences and huddles (quick stand-up meetings), were invaluable resources to learn from my peers and senior management.

I would advise any colleague looking to change roles to understand deeply what is asked of you. Consider where your strengths and weaknesses are and measure those against the demands of the new role. Be very honest in this aspect, as you are more likely to succeed when you play to your strengths. Speak to people in that role to and understand what more is required of you beyond the job description. Finally, if you're looking to change roles, I would encourage you to be courageous enough to step out of your comfort zone and seriously challenge yourself.

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