Ryan Zhang,CPA,CFA,CGMA

Enthusiast
DISC Type : i

Cash Management Analyst at UBS

Greater Sydney Area, Australia

Overview

Ryan has no verified overview

Personality Overview

Non-Confrontational

Consensus Focused

Amiable & Agreeable

They are more about building relationships than just cutting deals.  Unlike D or C types, they are convinced more by stories and testimonials. They tend to be agreeable by nature, so take their promises with a pinch of salt.


Topics They Care About

Ryan has no verified topics they care about

Media Appearances

Ryan has no verified media appearances

Work History

6-2024
Cash Management Analyst at UBS
8-2021 - 6-2024
Operation Officer at Bank of China (Australia)
5-2019 - 6-2021
Finance Analyst at BCR Co. Pty Ltd
12-2017 - 2-2019
Credit Control Officer - Aus & NZ at Chubb
6-2016 - 12-2016
Accounting Tutor at HD Education

Education

2015 - 2017
Master of professional Accounting from University of Sydney
2018 - 2019
Full member - No. 10299382 from CPA Australia

More Information

Social Presence :

Prographics :

Exp : 8 Location : Greater Sydney Area, Australia Job Level : Middle Designation : Cash Management Analyst at UBS
URL has been copied!

Insights For Selling To Ryan

During A Call Or A Meeting

DO's

  • Ask them how their day is going or exchange some other pleasantries
  • Invite them for a lunch or a drink/coffee
  • Speak from experience about success that the product has seen with other customers

DONT's

  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Avoid overloading them with too much information
  • Don’t be too formal with them, they trust informality more

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ryan is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Ryan

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Ryan move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Ryan take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Ryan

Personality Compatibility


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