Building a Digital Wealth Management Ecosystem.
I owned and evolved interconnected WealthTech products spanning the investor lifecycle — from prospect discovery and digital onboarding through ongoing portfolio management and client engagement.
- Role
- Product Manager
- Domain
- WealthTech / FinTech
- Period
- 2021–2024
- Markets
- GCC + Europe
- Users
- Investors · Relationship Managers · Investment Teams
- Platforms
- Web · Mobile · Internal Tools
This is an anonymized reconstruction of real product work. Workflow UI, data, names, and examples may be synthetic; stated outcomes are included only where they reflect the original programme.
From first discovery to ongoing client relationship.
Two interconnected digital products serving the investor across distinct stages of the wealth-management journey.
01 · Prospect Journey
From Discovery to Investor
- Discovery
- Exploration
- Portfolio Simulation
- Personalization
- Qualification
- Onboarding
02 · Client Application
Ongoing Digital Wealth Experience
- Portfolio
- Personalized Insights
- Markets
- Documents
- Notifications
- Relationship Manager
Sanitized portfolio reconstruction — created to illustrate the product concept without exposing proprietary interfaces or client data.
End-to-end product ownership.
Across both products I operated the full product lifecycle — from discovery and roadmap through engineering delivery and iteration.
- Client feedback
- RM feedback
- Competitor analysis
- Stakeholder interviews
- Problem framing
- User stories
- Acceptance criteria
- Product strategy
- Roadmap ownership
- Trade-off decisions
- Leadership alignment
- UX collaboration
- Engineering delivery
- Iterative review
- UAT
- Release coordination
- Internal comms
- Training
- Analytics
- Funnel review
- Qualitative feedback
- Retrospectives
- Backlog refinement
- Continuous improvement
Two product stories.
Each case study covers one product in depth — the problem, the decisions, the trade-offs, and what I learned.
Prospect Journey
From Discovery to Investor
Digitizing the journey from exploring investment opportunities and portfolio simulation through personalization, qualification and onboarding.
Client Application
Rebuilding the Digital Wealth Experience
Modernizing an existing client platform, creating continuity from prospect to client, and redesigning the mobile experience around portfolio visibility, personalized insights, market context, documents, notifications and Relationship Manager access.