Jim Kwok

Observer
DISC Type : ic

Co-Founder at Topaz and Eze Partners

Hong Kong, Hong Kong SAR

Overview

Jim Kwok is the CEO and Co-founder of Topaz Family Office and Vice Chair of the Family Office Association Hong Kong. With extensive experience in banking and wealth management, he specializes in serving ultra-high-net-worth clients. He earned his Bachelors degree from The Hong Kong University of Science and Technology.

Outside of finance, Jim is passionate about golf and its intersection with business. He is the Director of AGA Golf Management, which operates a driving range, and organizes a Golf Business League designed as a strategic platform to connect professionals and create new business opportunities on the green.

He is a co-founder of the Algo Challenge Association, promoting education and research in algorithmic trading in Hong Kong.

Personality Overview

Example Seeker

Assertive

Value Driven

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They are generally strong communicators and are not easy to convince. They often ask many questions and rely heavily on information and documentation.

Topics They Care About

Family Office Growth
As CEO of Topaz Family Office and Vice Chair of the Family Office Association HK, he is a key figure in the industry's expansion and thought leadership.
Algorithmic Trading
He is the Co-founder and Chairman of the Supervisory Board for the Algo Challenge Association and a Venture Partner at AlgoBot, indicating a deep interest in financial technology.
Succession Planning
His public posts emphasize a long-term focus on client growth and the effective execution of succession planning for a sustainable multi-family office.

Media Appearances

Jim has no verified media appearances

Work History

8-2023
Co-Founder at Topaz and Eze Partners
11-2022
Director at AGA Golf Management
1-2022
Venture Partner at AlgoBot Limited
11-2020
Co-Founder & Vice Chair at Family Office Association Hong Kong
10-2020
Chairman Of The Supervisory Board at Algo Challenge Association

Education

1999 - 2002
Bachelor's degree from The Hong Kong University of Science and Technology

More Information

Social Presence :

Prographics :

Exp : 13 Location : Hong Kong, Hong Kong SAR Job Level : Leadership Designation : Co-Founder at Topaz and Eze Partners
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Insights For Selling To Jim

During A Call Or A Meeting

DO's

  • Share testimonials from known people and give multiple examples of product value
  • Help them understand the risk aspect fully while inspiring confidence
  • Build rapport, it will come handy to handle hard questions later

DONT's

  • Don’t brush off any concerns, take all questions seriously
  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jim is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Jim

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Jim move?

  • They like to analyze well and then make their decisions.
  • Can Jim take some risk or not?

  • They systematically evaluate all decisions and are unlikely to take many risks.

You And Jim

Personality Compatibility


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