May 5, 2021 | Careers
Role: Managing Director/Director – Distribution
Company: Odyssey Asset Management (SG) Pte. Ltd.
Location: Singapore
Reporting to: Head of Distribution, James Wheeler (based in Hong Kong)
Role Summary
There is currently an opportunity to join the Odyssey Group, one of Asia’s leading private markets asset managers, whose strategic investor is the ASX listed, Auctus Investment Group (AVC:AU).
The MD of Distribution will lead the Distribution team for the Odyssey Group’s Singapore office and drive the group forward in its South East Asia expansion.
The seasoned candidate will have a proven track record of raising AUM for private market opportunities and have an existing database of investors in the region.
Reporting to the Head of Distribution, the candidate will be responsible for developing and maintaining relationships with HNW, UHNW, Family Offices, B2B and institutional clients throughout the South East Asia region, with a primary focus on raising Aum for Odyssey’s inhouse and Co-GP products, funds and deals.
For further information on the Odyssey Group, refer to the company presentation here.
Responsibilities
- Responsible for business development and execution of sales strategies
- Drive sales of Odyssey managed products and external partners
- Manage and maintain relations with existing client portfolios
- Increase existing institutional business by increasing share of client business
- Work on a team level to identify new opportunities within the target market
- Develop and maintain internal relationships with other divisions
Requirements
- Degree holder in related discipline
- Minimum 8-10 years B2B/family sales experience preferred
- Must be able to be MAS licensed
- Established network of proven clients
- Self-motivated individual, with a commitment to excellence
- Excellent communication skills and ability to deal with clients
- Fluent written and spoken English, other languages preferred
- Ability to interact effectively with individuals at all levels in the organisation
- Ability to focus and prioritise the key initiatives across a broad range of opportunities and relationships
Package
- Base salary based on candidates experience
- Commission on AUM raised
- Other incentives depending on the candidate’s experience and achievements
Availability
The role is available now, we anticipate filling the role in the next 3 months.
Contact
Please contact us for further information and a preliminary confidential call.
Email: careers@odyssey-grp.com
About Us
The Odyssey Group Ltd is one of Asia’s leading Private Market Asset Managers who provides differentiated and bespoke investment solutions across multiple asset classes, including private real estate, alternative credit and private equity. The Firm’s primary focus is to seek out undervalued investment opportunities to co-invest with its clients.
Odyssey’s subsidiary, Odyssey Asset Management (SG) Pte. Ltd., is a Singapore-based Fund Management company that is currently licensed by the Monetary Authority of Singapore.
Sep 14, 2020 | Careers
As part of the Odyssey Group’s continued expansion, we are looking to recruit a dynamic Client Support Manager to support the Distribution team. The ideal candidate’s primary duties and responsibilities are as follow:
Key Responsibilities
- Help maintain the current prospect/client database. Our clients are institutional, family office and HNW individuals.
- Research and improve on the quality of the data and information. Must be proficient in Microsoft and web-based applications such as outlook, excel, LinkedIn, google search, CRM tools etc.
- Seek new client leads to add to the database. Must be able to research and use initiative to find out information.
- Help follow up leads by way of telephone, email and attending events. Must be comfortable to be able to communicate directly with clients and professionals.
- Qualify and book meetings for the distribution team. Must be highly organized and responsive.
- The role requires some technical understanding of real estate, wealth management and also sales. This is a role with potential to grow their career into sales manager and distribution business development management.
- Provide valuable assistance to the team in implementing and executing marketing campaign and product roadshows to engage new and existing customers for further cross-selling and building loyalty.
Qualifications
- 2-5 years of experience in a similar sales role, preferably within the financial services industry
- Knowledge of client journey management, database marketing and client segmentation
- Strong interpersonal and communication skills, good team player and ability to influence
- Independent, professional, pro-active and strong marketing sense
- Ability to work multi-task with creative problem-solving skills
- Proficient in using technology-based application such as LinkedIn, Zoom and other Social Media platforms to communicate with prospects.
- University degree or above preferred
- Excellent verbal and written in English with ability to communicate in Cantonese and Mandarin highly desirable
If interested, please email: info@odysseycapital-group.com
About us
The Odyssey Group Ltd is Asia’s leading international Alternative Asset Manager that provides differentiated and bespoke investment solutions across multiple asset classes, including asset management, real estate, private equity and hedge funds. The Firm’s primary focus is to seek out undervalued investment opportunities to co-invest with its clients.
Odyssey’s subsidiary, Odyssey Asset Management Limited (OAML), is a Hong Kong based company that is currently licensed by the Hong Kong Securities and Futures Commission to carry out regulated activities in Type 1 (dealing in securities), Type 4 (advising on securities) and Type 9 (asset management).
Web: www.odysseycapital-group.com
May 15, 2020 | Careers
Odyssey Group is Asian’ leading independent Alternative Asset Manager. We are currently expanding its External Asset Management (EAM) Platform and are actively inviting experienced Private Bankers and Wealth Managers to join this market leading platform.
ROLE SUMMARY
You will be responsible for bringing in new accounts and developing AUM. Cross-selling a wide range of private banking and wealth management products and solutions to clients will be part of your core responsibilities.
Private Client Advisers at Odyssey develop deep client relationships in order to thoroughly understand the client’s situation and utilise that knowledge to develop tailored wealth management strategies. The Advisers are able to add value to individual and corporate clients by building and drawing upon a network of internal resources, often global, to achieve desired results. Successful Advisers are able to develop and adapt a disciplined sales process to convert a pipeline of prospects into target market clients. In addition, they are able to deliver quality client relationships (solutions and services) in an intensely competitive fragmented market, taking advantage of the Odyssey platform while protecting the client/firm by complying with relevant policies, procedures, and country legal/regulatory requirements.
Markets covered: Greater China – Hong Kong, China, Taiwan.
The ideal candidate is an existing private banker and has at least 60%-70% of his/her key clients domiciled in the countries covered. Other candidates and client coverage may be considered.
ROLE REQUIREMENTS
New Client and Business Development
- Grow client net revenue annually in core product areas: investment management, capital markets, real estate, and banking & lending.
- Create sales and marketing strategies designed to generate revenue growth and to acquire new target clients within different sectors.
- Prospecting – generate leads and develop prospects, network to identify referrals to new clients/prospects.
- Profile, qualify, and convert prospects into clients.
- Identify and execute on new business opportunities with existing clients.
- Orchestrate appropriate specialist resources to develop tailored, long-term solutions for clients/prospects.
- Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is easily understood.
Relationship Management
- Serve as the client’s advocate and trusted advisor (primary contact) for strategic advice on financial matters.
- Create, organise, and implement a wealth management strategy designed to deepen relationships with existing clients.
- Manage client expectations regarding service and deliverables.
- Ensure financial strategies are kept current and appropriately aligned with client objectives.
- Understand and communicate the risk involved with financial and investment strategies.
- Ensure all client inquiries and problems are handled effectively and resolved.
- Help team members to acquire experience and establish credibility with clients.
Compliance Oversight and Controls
- Comply with all regulatory policies and control procedures regarding client transactions and suitability.
- Oversee and ensure clients are on-boarded appropriately including all required documentation is complete and accurate.
Experience
- 3 to 5 years minimum industry experience.
- Established client base with existing AUM.
Qualifications
- SFC licensed.
- CWM or other designation a plus.
Languages
- English, Mandarin (preferred), Cantonese (preferred).
Roles Details
- Primary Location: Hong Kong
- Schedule: Full-time
- Education Level: Bachelor’s Degree or higher
YOUR BENEFITS
- Flexible
- Better Economics
- Tailored Fees
- Equity Participation
- Full Support
- Investment Advisory Desk
- Deal Flow
- Tactical Ideas
- Unrestricted View
- Large Range of Providers
- Independent
- Scale
- Fun Culture
YOUR CLIENT BENEFITS
- Competitive Pricing
- Broader Access
- Research
- Buy Ideas
- Discretionary Portfolios
- Investment Advisory
- VIP Client Events
PRODUCTS
- Discretionary Portfolio Service
- Bespoke Portfolio Mandates
- IPO Allocations & New Bond Issues
- Real Estate Opportunities
- Co-Investment Opportunities
- Differentiated Investment Funds
- Mortgages
- Insurance Solutions
- Institutional Solutions
PLATFORM FEATURES
- Open Architecture, Access & Pricing
- Full Product Suite including Credit Facilities
- 24 hours Trading Platform
- Online Access
- Investment Advisory Desk
- Research Desk
- Multi Valuation “Balance Sheet” Solution
- Full front, Middle and Back Office Support
If you would like to apply for the role, or have questions, contact us here.
WHO ARE ODYSSEY
Odyssey Capital Group Ltd is Asia’s leading independent Alternative Asset Manager that provides differentiated and bespoke investment solutions across multiple asset classes. We aim to only employ the highest quality people as partners in our business, while pursuing the highest standards, and aligning our interests with those of our investment partners. It is our mantra to be the “trusted partner” for our clients’ needs.
Odyssey’s sister business, Odyssey Asset Management Ltd is a SFC Type 1, 4 & 9 licensed company, who offers the most entrepreneurial and full service External Asset Manager (EAM) platform in Asia. The EAM platform allows experienced Private Bankers and Wealth Management exclusive access to an independent and comprehensive platform that allows them to offer a range of market leading solutions in order to address all of their client’s needs.
WHAT DO WE DO
Our EAM platform allows experienced Private Bankers with established client bases to transform from being employees to being business owners, in turn securing their financial future. Odyssey takes care of the day to day administrative tasks to allow you to focus on servicing your clients and addressing all their investment, wealth, tax and planning needs. At Odyssey clients come first, hence we are constantly seeking ways we can create value for you and your clients. You can find more details on our website here: http://www.odysseycapital-group.com/external-asset-management-platform/
Sep 30, 2019 | Careers
With the rapid expansion of Odyssey Asset Management division within the Odyssey Group, an opportunity has come up for a Client Development Executive role in the Distribution team. The role will be an integral member of the Distribution team working closely with the Directors and key stakeholders of the business. The role will largely be supporting the Distribution team in daily administration and client-related tasks such as lead generation and execution. The role will also be collaborating with other business divisions within the Odyssey group to coordinate and carry out strategic activities as set out in the marketing plan.
Ideally, you will be based in either Hong Kong or Singapore.
Key Responsibilities
- Help keep the current prospect/client spreadsheet and database updated. Our clients are institutional, family office and HNW.
- Research and improve on the quality of the data and information. Must be proficient in Microsoft and web-based application such as outlook, excel, LinkedIn, google search, CRM tools, etc.
- Seek new client leads to add to the database. Must be able to research and use initiative to find out information.
- Help follow up leads by way of telephone, email and attending events. Must be comfortable to be able to communicate directly with clients and professionals.
- Book meetings and manage the team’s calendar. Must be highly organized and responsive.
- The role requires some technical understanding of real estate, finance and also sales. This is a role with the potential to grow their career into sales manager and distribution business development management.
- Assisting the Directors in implementing and executing marketing program/campaign to engage and reactivate existing customers for further cross-selling and building loyalty.
Qualifications
- At least 6 years of experience in a similar sales support role, preferably within the financial services industry.
- Knowledge of customer journey management, database marketing, and customer segmentation.
- Strong interpersonal and communication skills, good team player and ability to influence.
- Independent, professional, pro-active and strong marketing sense.
- Ability to work multi-task with creative problem-solving skills.
- University degree or above preferred.
- Excellent verbal and written in English with the ability to communicate in Cantonese and Mandarin highly desirable.
If you would like to apply for the role, or have questions, contact us here.
About us
The Odyssey Group Ltd is Asia’s leading international Alternative Asset Manager providing differentiated and bespoke investment solutions across multiple asset classes, including alternative credit, real estate, private equity, and hedge funds. The Firm’s primary focus is to seek out undervalued investment opportunities to co-invest with its clients.
The Odyssey team comprises over 40 experienced asset managers, lawyers, private bankers, trust & tax planning specialists and experienced investors, each with an average of 25 years of financial, execution and operational experience across the Asia Pacific, Europe, and North America. This experience allows the Odyssey team broad regional industry expertise, insight into global macro and geopolitical trends, and a powerful network of global relationships. When clients partner with the Odyssey Group of companies, they benefit from the breadth and depth of expertise with the entire firm working in unison to achieve a targeted outcome. Our innovative approach allows us to generate attractive investment returns within the context of a prudent and long term horizon.
Odyssey employs the highest quality people as partners in our business while pursuing the highest standards long-term and aligning our interests with our investment partners. It is our mantra to be the ‘trusted partner’ for our clients’ needs.
Sep 30, 2019 | Careers
With the rapid expansion of Odyssey Asset Management division within the Odyssey Group, an opportunity has come up for a Customer Relationship Manager to join the team. The role will be an integral member working closely with the Directors and key stakeholders of the business. The role will largely be supporting the team in the daily administration and client-related tasks such as lead generation and execution as well as performing project-related tasks and also managing the calendars of key members in the team. The role will also be collaborating with other business divisions within the Odyssey group to coordinate and carry out strategic activities as set out in the marketing plan.
Ideally, you will be based in either Hong Kong or Singapore but this role also has the possibility of being remote for the right person.
Key Responsibilities
- Help keep the current prospect/client spreadsheet and database updated. Our clients are institutional, family office and HNW.
- Research and improve on the quality of the data and information. Must be proficient in Microsoft and web-based application such as outlook, excel, LinkedIn, google search, CRM tools, etc.
- Seek new client leads to add to the database. Must be able to research and use initiative to find out information.
- Help follow up leads by way of telephone, email and attending events. Must be comfortable to be able to communicate directly with clients and professionals.
- Book meetings and manage the team’s calendar. Must be highly organized and responsive.
- The role requires some technical understanding of real estate, finance and also sales. This is a role with the potential to grow their career into sales manager and distribution business development management.
- Assisting the Directors in implementing and executing marketing program/campaign to engage and reactivate existing customers for further cross-selling and building loyalty.
Qualifications
- At least 6 years of experience in an administration or assistant role, preferably within the financial services industry.
- Knowledge of calendar management, Microsoft Office and Outlook.
- Strong interpersonal and communication skills, good team player and ability to influence.
- Independent, professional, pro-active and strong marketing sense.
- Ability to work multi-task with creative problem-solving skills.
- University degree or above preferred.
- Excellent verbal and written in English with the ability to communicate in Cantonese and Mandarin highly desirable.
If you would like to apply for the role, or have questions, contact us here.
About us
The Odyssey Group Ltd is Asia’s leading international Alternative Asset Manager providing differentiated and bespoke investment solutions across multiple asset classes, including alternative credit, real estate, private equity, and hedge funds. The Firm’s primary focus is to seek out undervalued investment opportunities to co-invest with its clients.
The Odyssey team comprises over 40 experienced asset managers, lawyers, private bankers, trust & tax planning specialists and experienced investors, each with an average of 25 years of financial, execution and operational experience across the Asia Pacific, Europe, and North America. This experience allows the Odyssey team broad regional industry expertise, insight into global macro and geopolitical trends, and a powerful network of global relationships. When clients partner with the Odyssey Group of companies, they benefit from the breadth and depth of expertise with the entire firm working in unison to achieve a targeted outcome. Our innovative approach allows us to generate attractive investment returns within the context of a prudent and long term horizon.
Odyssey employs the highest quality people as partners in our business while pursuing the highest standards long-term and aligning our interests with our investment partners. It is our mantra to be the ‘trusted partner’ for our clients’ needs.
Sep 27, 2019 | Careers
As part of the Odyssey Group’s continued expansion, we are hiring a new Chief Compliance Officer (CCO) for the firm. The CCO will oversee the group’s compliance and risk operations and policies. The following is a summary of the role and responsibilities.
Responsibilities:
- Ensure that the firm complies with its own internal policies and procedures, and with all applicable legal and regulatory requirements (for example, the SFC’s Fund Manager Code of Conduct).
- Provide support and guidance to and have regular communication with the senior management to ensure that risks are adequately managed.
- Maintain sufficiently detailed compliance procedures and ensure the procedures are being enforced to give senior management reasonable assurance that the firm complies with all applicable requirements at all times.
- Liaise with and act as the principal point of contact for any applicable regulatory authorities, including regulatory returns and/or inspections.
- Act as the focal point for the oversight of all activities relating to the prevention and detection of money laundering and terrorist financing (AML/CTF).
- Develop, oversee, and continuously review AML/CTF systems to ensure they remain up-to-date and meet current statutory and regulatory requirements.
- Advise on regulatory updates from the respective regulator, manage internal compulsory compliance training, when applicable, for all licensed and support staff on SFC updates and procedures.
- Implementation of SFC updates and procedures.
- Maintain the internal Compliance Policy & Procedures Manual.
- Maintain all internal client forms to ensure they are in-line with the current regulations.
- Maintain the Compliance calendar (i.e., reporting to the regulators, annual returns for SFC, MAS, etc.)
- Manage reporting/notifications to the regulators.
- Circulate to relevant staff notices and circulars issued by the regulators and provide guidance to staff on these notices and circulars.
- Manage and maintain CPT training records of a licensed representative. (inclusive of identifying suitable courses to attend).
- Advice and provide control and procedures regarding ‘Personal Data Access Requests’ made by Clients.
- Regular report requirements and meetings with senior management.
- Attend Board meetings when required for strategic planning (advising on compliance).
- Attend Corporate Governance meetings when required.
- Advise and guide Advisers & Staff on Compliance matters to support the business.
- Handle all complaints maintain the complaints register, monitor & identify trends, root-causes, and/or identify areas of concerns. Satisfy senior management that staff can recognise a complaint and appropriately record them.
- Review of financial promotion, publications, invitations; including preparation.
- Managing compliance inspections by the regulator.
Money Laundering & Terrorist Financing:
- Guidance & advice on relevant legislation and obligations of access to Dow Jones – Factiva (Global Search Engine) DataBase Client Searches (e.g., PEP’s).
- Enhanced customer due diligence.
- AML STR reporting advice to the Financial Intelligence Unit “FIU.”
- AML training to be provided to ALL staff once per year and new recruits at their induction to OAML.
- Customer File Review/New Business Checks:
- All new business and transactions checked for Suitability – ‘Most Suitable Advice’ in accordance with regulatory requirements.
- Handle all complaints received so that complaints are investigated promptly, and findings reported back to the client with recommendations for a final Response.
- Maintain the Complaints Register, monitor & identify trends, root causes, and/or identify areas of concern across one or more individuals.
- Satisfy senior management that staff can recognise a complaint and appropriately record them.
- Identify lessons learned, both internally and externally.
- Training to be provided to ALL staff.
Licensing:
- Process all licensing application for, potentially responsible officers and representatives’ licenses; liaise with the regulatory, statutory, and other relevant bodies to ensure that licenses are issued in accordance with the regulator’s timeframe.
General Operations:
- Must possess the technical competence and experience necessary for the performance of their functions, including:
- Develop a deep understanding of the Firm and its operations and structure.
- Identify conflicts of interest and how they are reviewed and resolved.
- Develop a detailed knowledge of the firm’s clients and products.
- Have a deep understanding of the firm’s compliance and technology platforms.
- Have detailed knowledge of the firm’s policies and procedures and how they are applied and monitored.
- Understand the markets in which the firm operates.
- Insist that the client comes first and ensure the firm has a culture of doing the right thing by asking “should I” rather than “can I” do this.
- Have an appreciation for what they do not know and recognise when they are relying on the expertise of others.
Requirements and Qualifications:
- 5-8 years of experience in a similar CCO, with licensed entities within the financial services industry, independent asset management, or wealth management preferred.
- Experience with the following regulators or regulations: SFC (required), MAS (preferred), ASIC (preferred), CIB (required), HK Company & Trust license (preferred), Cayman AML (preferred) and CRS/FACTA (required).
- Strong management experience from Asset Management house/Investment bank/Brokerage firms.
- Extensive knowledge of liquid and ill-liquid investment products and strategies.
- Industry experience in the Asian private wealth industry required.
- Knowledge of global securities markets, with an emphasis on Asia.
- Strong interpersonal and communication skills, good team player, and ability to influence.
- Independent, professional, pro-active, and strong compliance experience and proven track record.
- Ability to work multi-task with creative problem-solving skills.
- Strong business acumen, a strong sense of commitment, mature, self-reliant, and able to work under pressure.
- Entrepreneurial drive and executive presence; trustworthy and discreet with the highest integrity, both personally and professionally.
- Exceptional written and verbal communication skills and presentation abilities.
- Proficiency in written and spoken English, Putonghua (preferred) and Cantonese (preferred).
- Degree or above in Law, compliance, or related disciplines.
- Proficiency in Microsoft Office applications and other IT skills is preferred.
- Ability to travel up to 25%.
Key Competencies:
- Commercial compliance mindset.
- Proactive and solutions orientated.
- Team player.
- Multi-disciplined.
- Investment Product expertise.
Benefits:
- Package commensurate with experience.
- Employee Share Option Plan.
- Flexible working arrangements.
- Generous paid time off.
Role Location:
Availability:
- The candidate needs to be in a position to start working at the firm in the next 1 to 2 months.
Contact:
If you would like to apply for the role, or have questions, contact us here.
About Us:
The Odyssey Group Ltd is Asia’s leading international Alternative Asset Manager providing differentiated and bespoke investment solutions across multiple asset classes, including alternative credit, real estate, private equity, and hedge funds. The Firm’s primary focus is to seek out undervalued investment opportunities to co-invest with its clients.
The Odyssey team comprises over 40 experienced asset managers, lawyers, private bankers, trust & tax planning specialists and experienced investors, each with an average of 25 years of financial, execution and operational experience across the Asia Pacific, Europe, and North America.
This experience allows the Odyssey team broad regional industry expertise, insight into global macro and geopolitical trends, and a powerful network of global relationships.
When clients partner with the Odyssey Group of companies, they benefit from the breadth and depth of expertise with the entire firm working in unison to achieve a targeted outcome. Our innovative approach allows us to generate attractive investment returns within the context of a prudent and long term horizon.
Odyssey employs the highest quality people as partners in our business while pursuing the highest standards long-term and aligning our interests with our investment partners. It is our mantra to be the ‘trusted partner’ for our clients’ needs.
