Odyssey Capital Group is expanding our External Asset Management (EAM) Platform and we are actively inviting experienced Private Bankers and Wealth Managers to establish their own wealth practice.
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 adopt 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 or MAS licensed.
- CWM or other designation a plus.
Languages
- English, Mandarin (preferred), Cantonese (preferred).
Roles Details
- Primary Location: Hong Kong or Singapore
- 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.
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.