{"lang":"en","work":[{"end":null,"role":"Product Manager & Journey Lead — AI-Powered Client Onboarding","depth":{"outcome":null,"rationale":null,"constraints":null},"notes":null,"start":"2026-04","current":true,"summary":"Own the end-to-end design and delivery of a Flowable-based workflow orchestration platform for client onboarding, integrating multiple AI agents into a unified journey.","highlights":["Own the end-to-end design and delivery of a Flowable-based workflow orchestration platform for client onboarding, integrating multiple AI agents (source-of-wealth analysis, name screening) into a unified journey.","Platform scope spans all client onboarding journeys bank-wide; leading delivery from concept through active build toward production launch.","Built internal AI agents with Microsoft Copilot for BRD drafting and compliance checks, adopted by 99+ internal users.","Bridge business, compliance, and engineering stakeholders to translate regulatory requirements (KYC / CDD) into agentic product design in a strictly governed environment."],"organization":"UBS"},{"end":"2026-04","role":"Senior Project Manager & Migration Stream Lead","depth":{"outcome":null,"rationale":null,"constraints":null},"notes":null,"start":"2023","current":false,"summary":"Strategic Migration Lead for UBS / CS Integration, managing data migration streams and process re-engineering.","highlights":["Turned around a distressed Client Static Data migration stream: rebuilt team cadence with Agile stand-ups across 10+ cross-functional members, delivering 4 consecutive successful migration waves.","Engineered complex SQL analyses to independently resolve data fallouts, reducing reliance on IT and accelerating decisions.","Re-engineered a redundant reconciliation process, cutting processing time by 30%.","Led the APAC integration workstream migrating 25,000+ Wealth Management clients within a critical 3-month window.","Developed Python automation for pre-migration data cleansing / validation (KYC, identity, address) across massive datasets.","Spearheaded Compliance & Risk system optimization for the COO office, balancing regulatory rigor with user experience."],"organization":"UBS"},{"end":"2023","role":"Senior Management Consultant / PMO Lead","depth":{"outcome":null,"rationale":null,"constraints":null},"notes":null,"start":"2017-05","current":false,"summary":"Led PMO and consulting engagements for investment platform transformations and workflow design.","highlights":["Led PMO for a $6M+ investment platform transformation: 150+ resources, 100+ deliverables, senior leadership reporting.","Led 17 offshore resources across Data Management, Trade Management, and Reporting; designed governance framework and incident-management operating model.","Boosted data comparison efficiency by 75% with self-developed automation tools.","Designed 6 investment trading workflows spanning Equity, Bonds, FX, ETD, and Funds."],"organization":"Infosys Consulting"},{"end":"2017-04","role":"Testing Lead & Banking System Specialist","depth":{"outcome":null,"rationale":null,"constraints":null},"notes":null,"start":"2010-03","current":false,"summary":"Supported banking system upgrades and led testing and localization of client onboarding workflows.","highlights":["Supported 10+ banking system upgrades; on-site “Floor Runner” in Zürich supporting Client Advisor teams during critical rollouts.","Localized client onboarding workflows (KYC, ALM, account opening); E2E testing across Investment Suitability, Risk, and Compliance.","Built test automation improving effectiveness by 90% — earned the CEO Award."],"organization":"Infosys"}],"_meta":{"gaps":[{"kind":"missing_artifact","path":"projects[0].artifacts","severity":3},{"kind":"missing_artifact","path":"projects[1].artifacts","severity":3},{"kind":"missing_rationale","path":"projects[1].depth.rationale","severity":3},{"kind":"unquantified","path":"work[0].depth.outcome","severity":2},{"kind":"unquantified","path":"work[1].depth.outcome","severity":2},{"kind":"unquantified","path":"work[2].depth.outcome","severity":2},{"kind":"unquantified","path":"work[3].depth.outcome","severity":2},{"kind":"thin_description","path":"projects[0].depth.outcome","severity":2},{"kind":"thin_description","path":"projects[1].depth.outcome","severity":2}],"source_confidence":0.0},"awards":[],"basics":{"name":"Scott Xu (Xu 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","summary":"Product Manager with 15+ years in Banking & Financial Services transformation, now leading AI-powered client onboarding at a global bank. Journey Lead for an agentic workflow platform orchestrating LLM-based agents in a highly regulated environment. A rare combination of deep domain expertise (KYC / Compliance / Wealth Management), hands-on technical capability (Python, SQL, FastAPI), and shipped consumer products — including a live AI game on the App Store. MBA (NUS) + B.Sc. Computer Science.","headline":"Product Manager","location":null,"profiles":[{"url":"linkedin.com/in/scott-xu-b7a7046a","network":"LinkedIn","username":"scott-xu-b7a7046a"}]},"skills":[{"name":"AI & Product","keywords":["Agentic workflow design","LLM-based agents","Microsoft Copilot","Flowable BPM","product discovery in regulated environments"]},{"name":"Technical","keywords":["Python","FastAPI","SQL","Excel / VBA","Tableau","JIRA"]},{"name":"Banking Domains","keywords":["Client Onboarding (KYC / ALM / CDD)","Wealth Management","Risk & Compliance","Static Data","Migration Strategy"]},{"name":"Project Management","keywords":["PMP (PMI)","Agile / Scrum","PMO Governance","Stakeholder & Change Management"]},{"name":"Languages","keywords":["English (fluent)","Mandarin (native)"]}],"projects":[{"end":null,"name":"Turtle Soup (海龟汤)","role":null,"tech":[],"depth":{"outcome":null,"rationale":null,"constraints":null},"notes":null,"start":null,"summary":"AI-powered bilingual lateral-thinking puzzle game, live on the iOS App Store","artifacts":[]},{"end":null,"name":"MyHub","role":null,"tech":["Python","FastAPI","ECharts"],"depth":{"outcome":null,"rationale":null,"constraints":null},"notes":null,"start":null,"summary":"personal data platform with plugin-based parsers and interactive dashboards, in production","artifacts":[]}],"education":[{"end":"2025-04","field":null,"start":"2022-08","credential":"Master of Business Administration","institution":"National University of Singapore"},{"end":"2010-06","field":"Computer Science","start":"2006-10","credential":"B.Sc.","institution":"Tongji University, Shanghai"}],"languages":[],"certifications":[{"url":null,"date":null,"name":"PMP (PMI)","issuer":"PMI"},{"url":null,"date":null,"name":"Agile Professional","issuer":null},{"url":null,"date":null,"name":"Open Banking and Platforms in Finance","issuer":null}]}