O stanowisku
What we do?
UniCredit in Poland belongs to one of the largest financial groups in Europe, serving over 20 million Clients, including one million businesses. We are building a new banking model that combines the speed and appeal of a fintech with the strength and stability of a universal bank. We draw on 150 years of experience and the unique expertise of our teams, acting as the Group’s pan-European innovation hub.
We are creating ultra-fast and transparent banking with an “all-in-one” application and new opportunities for all Clients - individual, business, and corporate. We provide full omnichannel service thanks to a network of flagship branches in key Polish cities and our Support Center.
Our greatest value is our People - a Team of creative experts who thrive in a dynamic and innovative environment. We focus on collaboration, engagement, and achieving ambitious goals.
We are looking for a Wealth Management Products Business Analyst ready to join our adventure, share our ambition and help shape the future of digital banking
Czy do nas pasujesz?
Masters degree in Business, Finance, Economics, or a related field; MBA or relevant certification (e.g., CFA, CFP) is a plus
3+ years of experience as a Business Analyst, preferably in wealth management, private banking, or financial services
Strong knowledge of wealth management products, financial planning, and investment strategies
Proficiency in data analysis tools (e.g., Excel, SQL, Python) and project management software
Excellent analytical, problem-solving, and communication skills
Ability to work independently and collaboratively in a fast-paced environment.
Familiarity with regulatory requirements and compliance standards in wealth management
Ability to efficiently communicate in both: Polish and English language
Za co będziesz odpowiadać
Analyze and document business processes, workflows, and requirements for wealth management products and services
Collaborate with stakeholders to identify business needs and translate them into functional specifications
Conduct market research and competitor analysis to identify trends and opportunities in wealth management
Support the development and implementation of new products, services, and technology solutions
Monitor and evaluate the performance of existing wealth management offerings and recommend improvements
Prepare reports, presentations, and dashboards to communicate insights and recommendations to senior management
Work closely with IT, operations, and compliance teams to ensure seamless project execution and regulatory adherence
Assist in the preparation of business cases, cost-benefit analyses, and project plans
Masters degree in Business, Finance, Economics, or a related field; MBA or relevant certification (e.g., CFA, CFP) is a plus
3+ years of experience as a Business Analyst, preferably in wealth management, private banking, or financial services
Strong knowledge of wealth management products, financial planning, and investment strategies
Proficiency in data analysis tools (e.g., Excel, SQL, Python) and project management software
Excellent analytical, problem-solving, and communication skills
Ability to work independently and collaboratively in a fast-paced environment.
Familiarity with regulatory requirements and compliance standards in wealth management
Ability to efficiently communicate in both: Polish and English language
Benefity i dodatki
To rola dla Ciebie?
Do negocjacji · UniCredit Polska · Poland - Warsaw - HQ
Na stronie UniCredit Polska · ~2 minuty
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