Wealth Management Products Business Analyst

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

• 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

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

We are an equal opportunity employer. We stand together in nurturing a workplace that welcomes diverse thinking and inclusive behaviors. By embracing diversity of thought and making all voices heard regardless of background, we drive innovation, sustainable growth, and new business opportunities. This inclusive approach enhances our work climate, directly boosting our people's productivity, well-being, and engagement.
Our Values - Integrity, Ownership, Caring - are more than just words. They are actions. Mandates. Pledges. When we all commit to these shared Values, we will deliver for our clients. And delivering for our clients - in any way, large or small - is how we fulfil our Purpose.
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. We appreciate your time and application. Please note that we reserve the right to contact selected candidates.

Good luck!