Sep 27, 2019 | Press Releases, Uncategorized
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.
Sep 3, 2019 | Press Releases, Uncategorized
Odyssey has cultivated a robust and esteemed intern program that has seen the company train and mentor +40 interns over the last 24 months. The Odyssey Group has been rapidly growing and expanding throughout the region and continues to look for aspiring interns who want to be challenged, can multi-task and take the lead on key projects.
During your internship at Odyssey, we will put you on real projects from the start, developing your natural talents and providing you with insights that will change the way you look at all aspects of the alternative asset management industry. You will work with all levels of management and projects. It will be challenging and engaging, so we are looking for ambitious, entrepreneurial students who have self-drive and a good attitude.
Odyssey is a global company, and our people can be working in one of our many offices, or in some instances, members of our team can work remotely. If you have an interest in being part of our internship Program, and believe you possess the right drive and character, then please get in touch with us via interns@odysseycapital-group.com
Aug 21, 2019 | Press Releases, Uncategorized
Partnerships
Odyssey has recently partnered with New York-based Cadre, a technology-enabled real estate investment platform, to allow Odyssey’s private wealth management clients to invest in Cadre’s syndicated property opportunities.
Cadre leverages technology to make it easier and less costly for individual investors and institutions to buy stakes valued from just US$100,000 USD in institutional-quality U.S. commercial and multi-family real estate. Cadre’s investment opportunities target superior risk-adjusted returns with an emphasis on cash flowing real estate driven by differentiated sourcing, data-driven diligence, increased transparency and flexibility for investors.
Led by CEO Ryan Williams and a team of professionals from premier investment firms including Blackstone, Goldman Sachs, Morgan Stanley, Dune, and GEM Realty Capital, Cadre has invested in transactions totalling more than US$2.5 billion in transaction value since launching.
Through the partnership, Odyssey’s clients will be able to use Cadre’s platform to select institutional- quality U.S. commercial and multi-family real estate investments vetted by Cadre’s experienced team.
Odyssey’s partnership with Cadre highlights sustained interest by Asia Pacific based clients in accessing institutional-quality commercial and multi-family real estate investment opportunities in the United States.
About Cadre
Cadre is a technology-enabled real estate investment platform that provides qualified individuals and institutions access to fully vetted commercial real estate opportunities. Cadre enables investors to gain exposure to the asset class in a fee-efficient, transparent manner. Cadre has invested in transactions totalling more than US$2.5 billion in transaction value to date and has closed on more than US$130MM in corporate funding from backers including Andreessen Horowitz, Khosla Ventures, Ford Foundation, Thrive Capital, and General Catalyst.
www.cadre.com
Jul 5, 2019 | Press Releases, Uncategorized
[Foreign tourists in Japan visiting rural areas like Kanazaka, no longer limiting themselves to metropolitan cities such as Osaka and Tokyo. (Photo by Nobuyoshi Shioda)]
From Nikkei Asian Review:
“Foreign tourist consumption in Japan — including travel expenditures while in the country — totaled 4.5 trillion yen in 2018, up about 30% from 2015. Consumption in rural areas soared at a much faster pace, nearly 60%, during the same period.
More foreign tourists are finding their way out of the Tokyo, Nagoya and Osaka metropolitan areas. In 2018, 18 million foreign tourists trekked into rural areas, about 5 million more than those who simply enjoyed city indulgences. The gap is wider than it was in 2015, when 10.2 million foreign tourists ventured into the countryside and 9.5 million contented themselves in one of the big burgs.”
Read the full article on Nikkei Asian Review here.
Click here to download the full article.
Odyssey Asset Management Limited
Odyssey Asset Management Ltd, a sister company to the Odyssey Capital Group, is a Hong Kong SFC 1, 4 & 9 licensed company. The Japanese CRE team is headed up by Christopher A. Aiello, and also includes Alex Walker, Daniel Vovil and Sam Luck.
Odyssey Capital 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 in with its clients.
The Odyssey team comprises over 30 experienced executives, asset managers, lawyers, private bankers, trust & tax planning specialists and experienced investors with over 400 years of combined financial and operational experience across the Asia Pacific, Europe and North America.
For more information about the Odyssey Japan Boutique Hospitality Fund, phone or email Daniel Vovil via the contact details listed below.
Daniel Vovil, Co-Founder and President, Odyssey Capital Group
daniel.vovil@odysseycapital-group.com | (852) 9725-5477
Jun 28, 2019 | Press Releases, Uncategorized
From AsianPrivateBanker.com:
Odyssey Asset Management, the wealth management subsidiary of alternative asset manager Odyssey Group, has hired a former Indosuez WM banker to build out its NRI division, Asian Private Banker can reveal.
Mullikkottu Veetil Ramadasan has joined Odyssey Asset Management as senior director and head of the NRI division and has been tasked with hiring a team of India private bankers to build out the firm’s NRI client base.
Ramadasan will be based out of Hong Kong and will cover the Hong Kong, Singapore, and Dubai markets, among others.
A spokesperson for the IAM confirmed the hire.
Ramadasan has over 35 years of industry experience and, in addition to Indosuez WM, previously worked with the likes of EFG Bank, J Safra Sarasin, and UBS.
In April, the Odyssey Group launched CapConnectAsia, an Asia-focused third-party fund distribution platform for the region’s family offices and institutional investors. Shortly after the launch, it hired former Standard Chartered private banker Peter Stertzenbach as director of private clients.
“In the coming years, more Southeast Asian countries will reach a level of economic development that will leave their citizens with enough discretionary income to start indulging their travel fantasies. As more Southeast Asians take to the sky, they will go a long way toward helping Japan reach its goal of boosting the number of foreign tourists to 60 million by 2030.”
Read the full article on Asian Private Banker here.
Click here to download the full article.
Odyssey Asset Management Limited
Odyssey Asset Management Ltd, a sister company to the Odyssey Capital Group, is a Hong Kong SFC 1, 4 & 9 licensed company. The Japanese CRE team is headed up by Christopher A. Aiello, and also includes Alex Walker, Daniel Vovil and Sam Luck.
Odyssey Capital 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 in with its clients.
The Odyssey team comprises over 30 experienced executives, asset managers, lawyers, private bankers, trust & tax planning specialists and experienced investors with over 400 years of combined financial and operational experience across the Asia Pacific, Europe and North America.
For more information about the Odyssey Japan Boutique Hospitality Fund, phone or email Daniel Vovil via the contact details listed below.
Daniel Vovil, Co-Founder and President, Odyssey Capital Group
daniel.vovil@odysseycapital-group.com | (852) 9725-5477
