UX/UI Designer

Knowledge Focus; Cape Town; On-site; ZAR 500 000 - 700 000; Full time

Job summary

A financial services firm in Cape Town is looking for an experienced UX/UI designer to enhance their online journeys. This role involves creating practical designs that add business value and improving user workflows for various transaction types. Candidates should have a background in financial services, particularly in FinTech, showcasing the ability to translate vision into actionable designs. The designer will work closely with an agile team to ensure seamless interactions and optimal user experiences.

Qualifications

• Demonstrated ability to create designs that add business value.
• Experience with similar projects is preferred.
• Understanding of transactions like new business and withdrawals.

Responsibilities

• Define screen designs for transaction workflows.
• Create integrated client information workflows.
• Optimize layouts for intuitive navigation and minimizing clicks.
• Drive data validation processes to ensure complete submissions.

Skills

Ability to translate vision into practical designs

Empathy and interpersonal skills

Background in financial services

Experience in FinTech

Familiarity with various investment products

Understanding of regulatory backgrounds (AML)

Job description

We are recruiting an experienced UX/UI designer to work with our client's agile team and design their online journeys and associated web pages. The designer will then hand over these designs to their policy administration system vendor who will handle the web development for the existing portal.

Skills:

• Must have the ability to understand the vision and translate it into practical designs that demonstrate business value.
• Must possess empathy and excellent interpersonal skills.
• Background in financial services is required.
• Proven experience in FinTech, preferably dealing with various investment products.
• Has done similar work for other clients and demonstrated the value of their inputs.
• Familiar with our types of transactions (New business, Additional, Withdrawal, Switches).
• Understanding of regulatory background with respect to AML (as an example) – the key pain points in a process we need to remove for the client.

Business Outcomes:

• Define screen designs for each page in the workflow for capturing and validating requirements for each of the transaction types in scope: Client information changes, additional investments, withdrawals, new business.
• Create an integrated workflow where client information changes are incorporated into the workflow for each of the four transaction types mentioned above.
• Define screen designs for each page in the workflow that include: look and feel, branding, page layout, and menu bar organization.
• Optimize screen layout for easy use, intuitive navigation, and minimize the number of clicks throughs and screen changes to support easy use and speedy completion.
• Drive data validation to avoid/prevent incomplete submissions.
• Converge where possible to the look and feel of the Wealth planner secure portal if it is deemed effective.