JPMorgan Chase Private Bank

Global Homepage

I led the design of a high-impact internal homepage and task management experience for the Global Private Bank, supporting approximately 9,000 users globally including Analysts, Bankers, Investors, Wealth Advisors, and the Digital team. The platform centralizes task management to reduce time spent toggling between systems, and delivers personalized workflows to help integrated teams support clients more efficiently.

2024 Wins at a Glance

Outstanding User Satisfaction

Awarded “Most Loved by Advisors” out of 200+ products and applications within Private Bank, based on usability and satisfaction.

Driving Adoption & Engagement

Global adoption of total ~9,000 users, with ~3,618 daily active users — a 15% increase from the previous year of 2023.

Delivering Scalable Data Tools

Successfully onboarded 19+ new data dashboards and maintained steady monthly usage across global teams in the U.S. and International Private Banks

My Role & Key Responsibilities

  • Design Lead for multiple initiatives within the Global Private Bank, centralizing task and client management to drive efficiency and improve user experience.

    Key Result: Achieved a 13% increase in adoption rate between Q3 and Q4.

  • Owned the end-to-end UX strategy and execution for the homepage, to-do task manager, and data-driven workflows..

    Key Result: Reduced turnaround time by 5x%.

  • Collaborated with product managers, engineers, researchers, and content designers to deliver cohesive and sustainable solutions.

    Key Result: Achieved 100% team buy-in across leadership and execution teams within the triad.

  • Defined UX/UI patterns and reusable components to ensure design consistency and governance across teams.

    Key Result: Saved 5,000+ hours by onboarding teams early with clear expectations and guidelines, reducing the need for custom style adjustments.