Yuan (Klaus) Liu in

Yuan (Klaus) Liu

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Managing Director & Head of Corporate Solutions/Pinnacle Venture at HSBC 汇丰
📍 Shanghai, China

Yuan (Klaus) Liu is the Managing Director and Head of Corporate Solutions & Pinnacle Venture at HSBC. He is an experienced business leader with a strong background in risk management, management consulting, and the insurance brokerage industry. He pursued executive education at The University of Chicago Booth School of Business.

Outside of his primary role, he is deeply involved in philanthropic governance. He serves as the Supervisor and Chairman of the Remuneration Committee for the Shanghai Adream Foundation, a non-profit organization focused on childrens education, demonstrating a commitment to community development and oversight.

He holds concurrent board and committee leadership roles at both a major financial institution and a philanthropic foundation.

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Experience
12 Years
Current Role
Managing Director & Head of Corporate Solutions/Pinnacle Venture
Job Level
Mid-senior
Location
Shanghai, China
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Yuan cares about

Corporate Solutions
As the Managing Director and Head of Corporate Solutions at HSBC, he is directly responsible for this business area, focusing on serving corporate clients' needs.
Health & Benefits
His career history includes roles as Co-President of Fosun Health Insurance and MD of Benefits & Insurance, indicating deep expertise in this sector.
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Career

Work history

5-2020
Managing Director & Head of Corporate Solutions/Pinnacle Venture
HSBC 汇丰
4-2013 - 2-2022
监事/薪酬委员会主席
上海真爱梦想公益基金会
9-2018 - 9-2021
外部董事/薪酬委员会主任委员
东方国际(集团)有限公司
7-2019 - 12-2019
Co-President
Fosun Health Insurance & Health Management Group
9-2018 - 6-2019
Managing Director - Benefits & Insurance
CDP Group, Ltd.
In the press

Media appearances

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Education
2012 - 2014
Executive Education
The University of Chicago Booth School of Business
2005 - 2006
Executive Programs
AGSM @ UNSW Business School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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