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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
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
- 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)
- 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
- 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
- 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
- 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
Key Skills
Ranked by relevance
ai
ux
data visualization
product design
design systems
user research
responsive
wireframes
prototypes
ui
c
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- Posted
- Jul 13, 2025
- Type
- Full-time
- Level
- Entry
- Location
- Spain
- Company
- Neurons Lab
Industries
IT Services
IT Consulting
Categories
Design
Art/Creative
Information Technology
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Product Designer, Digital (LUMA)
2026-05-26
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