Wealth Management Products Business Analyst at UniCredit

Warsaw, Masovian Voivodeship, Poland -

Full Time

Start Date

Immediate

Expiry Date

20 Sep, 26

Salary

0.0

Posted On

22 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Business Analysis, Wealth Management, Financial Planning, Investment Strategies, Data Analysis, Excel, SQL, Python, Project Management, Problem Solving, Communication, Regulatory Compliance, Polish Language, English Language

Industry

Banking

Description

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 What you will be doing? 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 Skills you should have 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 What we offer You will get an opportunity to work in an innovative, digital bank applying state of the art approaches and technologies. You will be provided an Individual Development Budget, dedicated to enhancing your professional skills. If your role permits, we also offer flexible work location: home/office — according to your preference. You and your closest family will be covered with VIP-level private medical care which includes dental treatment and a hospitalisation package. We care for our colleagues’ well being, therefore we cover psychological consultations if you ever feel you need such support. We co-sponsor your Multisport card and cover 50% of its cost. You will work on computer equipment that delivers the best user experience — Apple MacBook. Our office in Warsaw offers healthy snacks throughout the day. Our process We keep our recruiting process simple. Step 1: Talk with one of our Recruiters about your to date experiences and ambitions Step 2: Meet with your future Manager to deep dive on the role and our work environment Our note to you Diverse teams really are the best teams. Research shows that some candidates may hesitate to apply for a job unless they meet every requirement. If you are excited about working with us, we encourage you to apply - even if you're not 100% sure. We are interested in getting to know you and learning about what you bring to the table. Please note that we may close a job posting early if we receive a large number of exceptional applications. Good luck! Contact information About us Read more about what we do on our LinkedIn profile.

Responsibilities

Analyze and document business processes and requirements for wealth management products while collaborating with stakeholders to create functional specifications. Monitor product performance and work with IT, operations, and compliance teams to ensure seamless project execution.