Senior product designer / design lead

Bringing order to wealth and complex financial products.

7+ years on onboarding, compliance, and asset flows, across consumer apps, institutional platforms, and internal tools. I find the problem in research, solve it in the screens, then check the numbers afterwards, including the unflattering ones.

Used by
HSBC, DBS, MUFG
Previously
OKX, Microsoft
Education
MSc in HCI, UCL
Selected work Resume
7+ yrs product design, 3 in fintech & crypto
App + Web consumer, institutional & internal tools
7 tools built from scratch
Team lead for 2–3 designers across 7 workstreams

Wealth, client onboarding, and operational tools — the work that best shows how I design complex financial products.

View all work
Unified Assets portfolio across crypto and US/HK securities
2026 Avenir Group
Assets experience — unified crypto and securities portfolio

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.

Design 50%Early concepts, then screens revised and ready for engineering. AI prototyping 50%Prototypes made with Claude and Figma Make.
  • Design 50%
  • AI prototyping 50%
Aligned the solution in a week; the product launched publicly in four months.
App + Web Wealth Information architecture
Institutional onboarding flow with document checklist and guided uploads
2025 KuCoin
Institutional KYB onboarding redesign

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.

Research 20%Interviews, watching people use the product, and reading research reports. Design 60%Early concepts, then screens revised and ready for engineering. Measurement 20%Choosing what to track, and seeing where people drop off.
  • Research 20%
  • Design 60%
  • Measurement 20%
Established a 41% document-upload baseline.
Client onboarding Compliance UX 0 → 1
Asset management dashboard with portfolio summary, allocation, and performance modules
2020–22 Quantifeed
Wealth dashboard, shared across three systems

One dashboard pattern for portfolio managers, financial advisors, and white-labeled customer apps — used by HSBC, DBS, MUFG and Yachin.

Research 40%Interviews, watching people use the product, and reading research reports. Design 40%Early concepts, then screens revised and ready for engineering. Usability test 20%Includes guerrilla tests — a quick, informal check with a few people, outside a lab.
  • Research 40%
  • Design 40%
  • Usability test 20%
Shared module shipped across three product surfaces; framework reused for the advisor roadmap.
Wealth Research Multi-stakeholder
On-chain fund flow investigation interface with transaction graph
2023–24 OKX
On-chain AML risk-analysis system

Designed a multi-step risk-analysis workflow for analysts — mapped a complex investigation into a daily operational tool, then introduced research and event tracking.

Research 30%Interviews, watching people use the product, and reading research reports. Design 60%Early concepts, then screens revised and ready for engineering. Measurement 10%Choosing what to track, and seeing where people drop off.
  • Research 30%
  • Design 60%
  • Measurement 10%
Closed the gap between analyst mental model and tool.
Operational tools User research AML
Retail KYC onboarding for Australia and Europe
2025 KuCoin
Retail KYC — Australia and Europe

0→1 client onboarding for two regulated launches — AUSTRAC for Australia and MiCA for Europe — balancing requirements with usable consumer flows.

Design 100%Early concepts, then screens revised and ready for engineering.
  • Design 100%
Shipped market-specific flows for AU and EU.
Client onboarding 0 → 1 Multi-region
Manulife agent recruitment application flow
2022 Manulife
Agent recruitment system, 0→1

Led UX for a scalable agent-application flow — working with research, BAs, engineering and the design-system owner from invite through submission.

Research 30%Interviews, watching people use the product, and reading research reports. Design 60%Early concepts, then screens revised and ready for engineering. Usability test 10%Includes guerrilla tests — a quick, informal check with a few people, outside a lab.
  • Research 30%
  • Design 60%
  • Usability test 10%
MVP shipped for recruiting managers and agents.
Internal tools 0 → 1 Design system