Technical Business Analyst (Wealth Management)

AES Global; Cape Town; Hybrid; ZAR 680,000 - 920,000; Full time

Job summary

AES Global is seeking a Technical Business Analyst to join a team working with UK stakeholders. The role focuses on wealth-management / IFA workflows and involves translating complex business needs into clear requirements that bridge business and technical teams.

You will work to translate API concepts for executive stakeholders and contribute to structured change-delivery efforts in a hybrid Cape Town setting.

Qualifications

• 5+ years' experience as a Technical Business Analyst in financial services or fintech.
• Wealth-management / IFA workflow understanding.
• Strong communication — able to explain an API to a CEO.
• Strong analytical ability and problem-solving.
• Excel proficiency.

Responsibilities

• Analyse and document business requirements, translating complex concepts into simple language.
• Bridge business and technical teams, working on wealth-management / IFA workflows.
• Apply a clear, methodical approach to solving complex problems.
• Work within change-delivery processes and tooling.

Skills

Strong communication

Analytical ability

Problem-solving

Tools

Excel

Job description

We're working with an established wealth-management business, and they're looking for a Technical Business Analyst to join a team that works closely with colleagues in the UK.

The role centres on wealth-management / IFA (independent financial adviser) workflows — you'll translate complex business needs into clear requirements, bridging business and technical teams.

What you'll do

• Analyse and document business requirements, translating complex concepts into simple language
• Bridge business and technical teams, working on wealth-management / IFA workflows
• Apply a clear, methodical approach to solving complex problems
• Work within change-delivery processes and tooling

What you'll bring

• 5+ years' experience as a Technical Business Analyst, ideally within financial services or fintech
• Wealth-management / IFA workflow understanding (e.g. annual review cadence, the paraplanner role, and what Compliance looks for in good vs bad advice)
• Strong communication — able to explain an API to a CEO
• Strong analytical ability and problem-solving
• Excel proficiency (critical)

Advantageous

• Experience at a platform / wealth-tech firm
• Agile / Scrum experience, and integration / API awareness
• Practical AI experience (using AI for productivity, ideally implemented into products or workflows)
• Change-delivery tooling (Jira, Confluence, DevOps), and SQL / basic code comprehension

Working model

Hybrid, based in Cape Town.