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