Senior product designer for wealth and complex financial products.
7+ years across App, web, and internal tools. I own messy money problems end-to-end — research, information architecture, and delivery. Institutional wealth platforms used by HSBC, DBS and MUFG. Now at Avenir Group.
Six projects
Wealth, client onboarding, and operational tools — the work that best shows how I design complex financial products.
Owned the Assets line on App and Web for institutional and HNW clients — one portfolio across crypto and US/HK securities, with Homepage for overall performance and Assets for holdings.
Replaced a text-heavy KYB flow with guided selection and a document checklist — designed in two weeks against research showing 82% of users submitted multiple applications.
One dashboard pattern for portfolio managers, financial advisors, and white-labeled customer apps — used by HSBC, DBS, MUFG and Yachin.
Designed a multi-step risk-analysis workflow for analysts — mapped a complex investigation into a daily operational tool, then introduced research and event tracking.
0→1 client onboarding for two regulated launches — AUSTRAC for Australia and MiCA for Europe — balancing requirements with usable consumer flows.
Led UX for a scalable agent-application flow — working with research, BAs, engineering and the design-system owner from invite through submission.