FinTech UX/UI Designer for Investment Portal Flows

Knowledge Focus; Cape Town; On-site; ZAR 420,000 - 640,000; Full time

Job summary

SmartRecruiters, Inc. is seeking an experienced UX/UI designer to work with an agile team to design online journeys and web pages. The designer will hand over these designs to the policy administration system vendor for development.

Role emphasizes value, empathy, and delivering intuitive interfaces for financial services. Responsibilities include defining screens for four transaction types (New business, Additional investments, Withdrawals, Switches), optimizing layouts for speed and

Qualifications

• Understand the vision and translate it into practical designs that demonstrate business value.
• Demonstrate empathy and excellent interpersonal skills.
• Background in financial services is required.
• Proven FinTech experience, preferably dealing with various investment products.
• Has done similar work for other clients and demonstrated value.
• Familiar with transaction types: New business, Additional, Withdrawal, Switches.
• Understanding AML regulatory background and pain points to remove for the client.

Responsibilities

• Define screen designs for each page in the workflow for capturing and validating requirements for each transaction type: client information changes, additional investments, withdrawals, new business.
• Create an integrated workflow where client information changes are incorporated into the workflow for each transaction type.
• Define screen designs for each page in the workflow including look and feel, branding, layout, and menu bar organization.
• Optimize screen layout for easy use, intuitive navigation, and minimize the number of clicks and screen changes.
• Drive data validation to avoid or prevent incomplete submissions.
• Converge look and feel with Wealth planner secure portal if effective.

Skills

Vision-to-design translation

Empathy & interpersonal skills

Financial services background

FinTech experience

Past client work examples

Knowledge of transaction types

AML regulatory awareness

Job description

SmartRecruiters, Inc. is seeking an experienced UX/UI designer to work with an agile team to design online journeys and web pages. The designer will hand over these designs to the policy administration system vendor for development.

Role emphasizes value, empathy, and delivering intuitive interfaces for financial services. Responsibilities include defining screens for four transaction types (New business, Additional investments, Withdrawals, Switches), optimizing layouts for speed and