UX Designer / Wealth Management

Upvanta is a company working on modern digital experiences for retail clients in the financial sector, focusing on investment products and Wealth Management.

• Documented experience in UX/UI design or developing digital processes for investment products.
• Experience in projects related to investments, Wealth Management, or financial services.
• Knowledge of products such as stocks, ETFs, investment funds, investment platforms, investment advisory, and asset management.
• Experience designing mobile applications and self-service processes.
• Knowledge of investment client onboarding processes.
• Understanding of digital sales of financial products and selected MiFID requirements.
• Experience collaborating with financial institutions, banks, brokerage houses, or investment fintechs.

Nice to have:

• Experience working on investment products or trading platforms.
• Knowledge of the fintech market and solutions from companies like eToro, Revolut, Trade Republic, XTB, Interactive Brokers, Finax, Scalable Capital, Plum, Bunq, N26, Aion/UniCredit.
• Ability to conduct UX research, usability testing, and work with prototypes.
• Experience working in an agile environment.

• Designing and developing digital processes for investment products such as stocks, ETFs, investment funds, investment advisory, and asset management.
• Designing user experiences (UX) for mobile applications and self-service platforms.
• Creating and optimizing onboarding processes for investment clients.
• Designing digital sales paths compliant with financial market requirements, including selected MiFID aspects.
• Collaborating with business, product, IT teams, and domain experts.
• Analyzing user needs and translating them into design solutions.