Richard Huang, CAIA in

Richard Huang, CAIA

Energizer · DISC type I
Private Markets Strategist, UBS GWM CIO at UBS
📍 Hong Kong, Hong Kong SAR

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
10 Years
Current Role
Private Markets Strategist, UBS GWM CIO
Job Level
Leadership
Location
Hong Kong, Hong Kong SAR
Personality Overview

How Richard shows up

Believer
Full Of Energy
Enthusiastic

They are really good at seeing what the long-term impacts of their decisions could be. Unlike C or D types, they are vocal with their opinions but not so much with their questions. They are friendly, approachable and love to make new connections.

Priorities

Topics Richard cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

8-2025
Private Markets Strategist, UBS GWM CIO
UBS
9-2022 - 8-2025
Director, GWM Advisory and Sales North Asia
UBS
11-2021 - 9-2022
Equities Products Specialist
EFG International
6-2021 - 11-2021
US / International Equity Sales
Jefferies
8-2017 - 2-2021
Director, Investor Relations
Melco Resorts & Entertainment
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2020 - 2020
Business Sustainability Management
University of Cambridge
2016 - 2017
Quantitative Finance
Stanford University
Social presence
in
Behavioral profile

DISC profile (public)

I

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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