Product Designer

About The Project

We are building an AI-powered assistant for relationship managers (RMs) at top-tier banks, designed to optimize the management of $10M+ investment portfolios. The tool will enhance how RMs make decisions, communicate with clients, and blend AI insights with human judgment.

Duration: 6–12 months (with long-term continuation potential)

Stage: From concept to MVP (zero-to-one)

Objective

• Deliver a complete UX/UI system for the AI Assistant across desktop and mobile
• Ensure high usability for non-technical users navigating complex financial data
• Drive measurable business results: increased AUM, RM productivity, and client satisfaction
• Enable seamless collaboration between AI suggestions and human decision-making
  
  

KPI

• 100% production-ready design delivery within first 3 months
• +95% usability score from internal/external RM testing
• Reduced average RM time-to-decision by 25%
• Increased adoption rate of AI Assistant across pilot user base to >85%
• Measurable increase in AUM influenced by tool use (TBD with analytics)
  
  

Areas of Responsibility

• Design the AI Assistant’s UX from scratch: wireframes, flows, prototypes, final visuals
• Conduct in-depth user research with RMs and senior bankers across Asia
• Build a scalable design system for responsive UI (desktop + mobile)
• Collaborate directly with AI/ML engineers to align UX with AI logic and transparency
• Define and measure UX impact using tools like Mixpanel/Amplitude
  
  

Skills

• UX/UI product design for complex enterprise systems
• Financial data visualization and decision-flow mapping
• Human-AI interaction patterns
• Figma design systems and component libraries
• Design research, user testing, stakeholder interviewing
• Agile delivery in 2-week sprint cycles
• Excellent communication and documentation skills
  
  

Knowledge

• Wealth management and private banking workflows
• UX best practices for enterprise fintech tools
• Cultural UX nuances in Asian financial markets (preferred)
• Design for compliance-heavy, regulated domains
• Real-time data handling principles in interface design
  
  

Experience

• 5+ years in B2B/enterprise UX/UI product design
• Portfolio including financial or investment products
• Proven track record in launching AI-powered interfaces
• Experience working directly with C-level stakeholders
• Experience shipping products to 100+ enterprise users