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Private Banker

Keywords / Skills : Private Banker, Private Banking, Wealth Management , Private Client Advisers, Business Development, Sales, Marketing, Client Acquisition, Lead Generation, Sales Advisor, Client Relationship

3 - 5 years
Posted: 2018-05-18

Industry
Banking/ Financial Services
Function
Finance & Accounts
Role
Other Finance & Accounts
Education
Bachelors/ Degree
Posted On
18th May 2018
Job Description
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



About Company

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/