Richard Huang, CAIA

Energizer
DISC Type : I

Private Markets Strategist, UBS GWM CIO at UBS

Hong Kong, Hong Kong SAR

Overview

Richard has no verified overview

Personality Overview

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.

Topics They Care About

Richard has no verified topics they care about

Media Appearances

Richard has no verified media appearances

Work History

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

Education

2020 - 2020
Business Sustainability Management from University of Cambridge
2016 - 2017
Quantitative Finance from Stanford University

More Information

Social Presence :

Prographics :

Exp : 10 Location : Hong Kong, Hong Kong SAR Job Level : Leadership Designation : Private Markets Strategist, UBS GWM CIO at UBS
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Insights For Selling To Richard

During A Call Or A Meeting

DO's

  • Speak enthusiastically with energy, maintain a clear and confident tone
  • Talk anecdotally about the customer experience that your product offers
  • Talk about their team and how your product will help them do things better and easier

DONT's

  • Don’t assume a yes just because they have not said no
  • Don’t be too formal, focus on building comfort and trust
  • Avoid cutting into their flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Richard is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Richard

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Richard move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Richard take some risk or not?

  • They can take certain risks that are unlikely to have personal consequences.

You And Richard

Personality Compatibility


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