Jim Yeung, CFA

Critic
DISC Type : C

Director at 中金公司

Hong Kong SAR

Overview

Jim has no verified overview

Personality Overview

ROI Driven

Precise

Objective Thinker

They like to take decisions independently and do not seek others' support often.  They don’t appreciate bells and whistles unless backed by data. They prefer to analyze logically and value objective facts over emotions.

Topics They Care About

Jim has no verified topics they care about

Media Appearances

Jim has no verified media appearances

Work History

7-2025
Director at 中金公司
1-2022 - 8-2025
Vice President at 中金公司
9-2020 - 1-2022
Senior Associate at 中金公司
9-2018 - 8-2020
Associate at Hong Kong Exchanges and Clearing Limited (HKEX)
8-2013 - 8-2018
Assistant Manager at Securities and Futures Commission

Education

2015 - 2018
Master of Economics from The University of Hong Kong
2010 - 2013
Bachelor of Science in Economics and Finance from The Hong Kong University of Science and Technology

More Information

Social Presence :

Prographics :

Exp : 12 Location : Hong Kong SAR Job Level : Mid-senior Designation : Director at 中金公司
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Insights For Selling To Jim

During A Call Or A Meeting

DO's

  • Be ready to answer many clarity-seeking questions and requests for information
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Leverage facts and figures wherever possible; use percentages, numbers etc.

DONT's

  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Don’t try too hard to build a relationship with them
  • Make extra effort to not seem pushy or confrontational

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jim is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Jim

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Jim move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Jim take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Jim

Personality Compatibility


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