Summary
Overview
Work History
Education
Skills
Additional Information
Languages
Personal Information
Experience
Accomplishments
Timeline
Generic
Yanis Makhlouf

Yanis Makhlouf

Basel, Switzerland

Summary

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.

Overview

9
9
years of professional experience

Work History

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, Suisse
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, France
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, France
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.

Education

Statistics

Stanford University

Master's degree - Master’s in Finance & Banking

University of Strasbourg

Bachelor's degree - Economics and Financial Management

University of Strasbourg

General Studies

Benito Middle School

Skills

  • Product Management (Agile/Scrum)
  • Data Analytics (SQL, Excel, BI)
  • Business & Financial Analysis
  • Asset & Wealth Management
  • Corporate Finance & Banking
  • Digital Platforms & Marketing

Additional Information

  • 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

Personal Information

Experience

Freelance

Accomplishments

  • 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


Timeline

Founder & Product Manager

MindCare (AI-powered Therapy App)
01.2025 - Current

Asset Manager • Data and Financial Analyst

DiLife & Co
01.2022 - Current

Financial Advisor - Study/Work program

BANQUE CIC EST
06.2019 - 08.2021

E-Commerce & Digital Marketing Consultant

Freelance (Self employed)
01.2017 - 12.2020

Statistics

Stanford University

Master's degree - Master’s in Finance & Banking

University of Strasbourg

Bachelor's degree - Economics and Financial Management

University of Strasbourg

General Studies

Benito Middle School
Yanis Makhlouf