Technical Business Analyst – Wealth Management

About the role

We are seeking a Technical Business Analyst to join our Wealth & Financial Planning agile team. Based in Cape Town, you will act as the bridge between business stakeholders and the technical delivery team, translating complex wealth management processes into clear, actionable requirements.

Key responsibilities

• Lead the elicitation, documentation, and validation of business and technical requirements across wealth and financial planning processes.
• Facilitate workshops and interviews with advisers, paraplanners, and operational stakeholders to capture current‑state pain points and future‑state needs.
• Produce high‑quality artefacts such as process maps, user stories, use cases, and functional specifications.
• Define and validate acceptance criteria in collaboration with the Product Owner and QA teams.
• Document and assess integration requirements, including API‑based connections between advice platforms, CRM systems, and third‑party data providers.
• Analyse end‑to‑end advice and financial planning journeys, map as‑is and to‑be processes, and ensure alignment with regulatory requirements.
• Identify opportunities to embed AI‑powered tooling into advice workflows and translate these into structured requirements.
• Work closely with the Product Owner to refine and maintain a well‑groomed backlog.
• Participate actively in sprint ceremonies – refinement, planning, reviews, and retrospectives.
• Support the development team in understanding requirements throughout the delivery lifecycle, resolving ambiguity quickly.

Required profile

• Proven experience working within a wealth management or financial planning business.
• Strong analytical and documentation skills with the ability to translate complex processes into clear specifications.
• Excellent facilitation and stakeholder‑engagement abilities.
• Familiarity with regulatory and compliance requirements in the wealth sector.

Required skills

• API integration
• Agile methodology