Yuan (Klaus) Liu

Energizer
DISC Type : I

Managing Director & Head of Corporate Solutions/Pinnacle Venture at HSBC 汇丰

Shanghai, China

Overview

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.

Personality Overview

Relationship Oriented

Believer

Big Picture Person

Unlike C or D types, they are vocal with their opinions but not so much with their questions.  They are always positive and upbeat, so take their promises with a pinch of salt. They are really good at seeing what the long-term impacts of their decisions could be.

Topics They Care 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.
Philanthropic Governance
He serves as Supervisor and Chairman of the Remuneration Committee for the Shanghai Adream Foundation, showing a personal commitment to non-profit oversight.

Media Appearances

Yuan has no verified media appearances

Work History

5-2020
Managing Director & Head of Corporate Solutions/Pinnacle Venture at HSBC 汇丰
4-2013 - 2-2022
监事/薪酬委员会主席 at 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 at 东方国际(集团)有限公司
7-2019 - 12-2019
Co-President at Fosun Health Insurance & Health Management Group
9-2018 - 6-2019
Managing Director - Benefits & Insurance at CDP Group, Ltd.

Education

2012 - 2014
Executive Education from The University of Chicago Booth School of Business
2005 - 2006
Executive Programs from AGSM @ UNSW Business School

More Information

Social Presence :

Prographics :

Exp : 12 Location : Shanghai, China Job Level : Mid-senior Designation : Managing Director & Head of Corporate Solutions/Pinnacle Venture at HSBC 汇丰
URL has been copied!

Insights For Selling To Yuan (Klaus)

During A Call Or A Meeting

DO's

  • Use phrases like ‘people will love’, ‘massive impact’ etc.
  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.
  • Do some small talk, ask them how things are going on their side

DONT's

  • Don’t be excessively objective, be a storyteller
  • Don’t assume a yes just because they have not said no
  • Avoid overloading them with too much detail

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Yuan (Klaus) is

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

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

Insights For Deal Planning

    How fast (or slow) will Yuan (Klaus) move?

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

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

You And Yuan (Klaus)

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.