Yanis Makhlouf
Product Manager | FinTech & Wealth Management
Basel, Switzerland
Profil professionnel
Hybrid professional combining finance, data analytics, and product management . 5+ years of experience in asset & wealth management , complemented by hands-on expertise in digital product development . Founder of MindCare , an AI-powered mental health platform, showcasing end-to-end product leadership (roadmap, UX, APIs, agile delivery). Skilled at bridging finance and technology to deliver innovative FinTech solutions.
Vue d'ensemble
9
9
years of professional experience
8
8
years of post-secondary education
Expérience
Founder & Product Manager
MindCare (AI-powered Therapy App)
www.themindcare.fr
01.2025 - Current
- Founded and led the development of MindCare , an AI-based digital mental health companion integrating conversational AI, speech recognition, and animated avatars.
- Defined the product vision, roadmap, and go-to-market strategy .
- Managed full product lifecycle : user research, technical scoping, API integration, UX/UI design, and agile iterations.
- Coordinated with developers and designers to deliver a working web app prototype .
- Implemented data-driven improvements to enhance user engagement and retention.
- Oversaw branding, digital marketing, and user acquisition strategy.
Asset Manager • Data and Financial Analyst
DiLife & Co
Bâle
01.2022 - Current
- Managed investment portfolios by developing asset allocation strategies and selecting securities to optimize returns while minimizing risk.
- Conducted risk and performance analysis for portfolios, benchmarks, and indices.
- Developed and executed tailored investment strategies aligned with client objectives.
- Ensured compliance with financial regulations and internal risk policies.
- Innovated and developed new financial products leveraging advanced data analytics.
- Built and maintained strong client relationships through personalized reporting and strategic advice.
Financial Advisor - Study/Work program
BANQUE CIC EST
Strasbourg
06.2019 - 08.2021
- Delivered personalized financial advice on investments, retirement, tax optimization, and wealth management.
- Developed tailored financial plans and conducted risk assessments aligned with client objectives.
- Advised on multi-asset investments (stocks, bonds, funds, real estate) and monitored portfolios to optimize performance.
- Ensured regulatory compliance and educated clients on market trends and financial strategies.
- Built strong client relationships through consistent, high-quality service.
E-Commerce & Digital Marketing Consultant
Freelance (Self employed)
Strasbourg
01.2017 - 12.2020
- Designed and developed user-friendly e-commerce websites with secure payment systems.
- Implemented SEO, social media management, and paid advertising campaigns to increase traffic, visibility, and sales.
- Customized website features (filters, reviews, recommendations) to improve UX and conversion rates.
- Monitored analytics to optimize performance, site speed, and campaign ROI.
- Delivered tailored client solutions, brand strategy, and ongoing technical support.
Formation
Statistics
Stanford University
09.2021 - 02.2022
Master's degree - Master’s in Finance & Banking
University of Strasbourg
Strasbourg, France 01.2019 - 12.2021
Bachelor's degree - Economics and Financial Management
University of Strasbourg
Strasbourg, France 01.2016 - 12.2019
General Studies
Benito Middle School
Tampa, Florida 09.2011 - 06.2012
Compétences
- Product Management (Agile/Scrum)
- Data Analytics (SQL, Excel, BI)
- Business & Financial Analysis
- Asset & Wealth Management
- Corporate Finance & Banking
- Digital Platforms & Marketing
Informations complémentaires
- FinTech & AI Innovation – passion for emerging technologies and digital transformation in finance
- Entrepreneurship – building and scaling digital products (e.g., MindCare)
- Investing & Financial Markets – following global trends in asset management and wealthtech
- Sports – swimming and basketball for discipline, teamwork, and performance
- Travel & Cultures – exploring new environments and building international networks
Languages
English
Bilingual
French
Mother Tongue
German
Intermediate
Arab
Intermediate
Chinese
Fundamentals
Italian
Intermediate
Projets réalisés
- Designed and developed an innovative platform combining conversational AI, voice recognition, and digital avatars .
- Defined product vision, roadmap, and go-to-market strategy.
- Managed end-to-end lifecycle: UX/UI design, API integration, agile iterations, and testing.
- Applied data analytics to optimize user engagement and retention.
link web-app : www.themindcare.fr
Chronologie
Founder & Product Manager
MindCare (AI-powered Therapy App)
01.2025 - Current
Asset Manager • Data and Financial Analyst
DiLife & Co
01.2022 - Current
Statistics
Stanford University
09.2021 - 02.2022
Financial Advisor - Study/Work program
BANQUE CIC EST
06.2019 - 08.2021
Master's degree - Master’s in Finance & Banking
University of Strasbourg
01.2019 - 12.2021
E-Commerce & Digital Marketing Consultant
Freelance (Self employed)
01.2017 - 12.2020
Bachelor's degree - Economics and Financial Management
University of Strasbourg
01.2016 - 12.2019
General Studies
Benito Middle School
09.2011 - 06.2012
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