Wealth Management Products Business Analyst

Permanent employee, Full-time · Poland - Remote, Poland - Warsaw - Polish Branch

What we do?

Aion Bank is a fully regulated European bank and credit institution, combining Vodeno’s cutting-edge, private blockchain-based platform with its ECB banking license, strong balance sheet, and deep regulatory expertise. Our mission is to provide a comprehensive suite of embedded banking solutions, enabling businesses to seamlessly integrate financial services into their offerings.

As part of the UniCredit Group, Aion Bank and Vodeno will accelerate their digital banking offer in strategic markets and will act as a sandbox for innovation for the wider UniCredit Group. Aion Bank and Vodeno's existing Banking-as-a-Service (BaaS) offering across key European markets, including Germany and Poland, will see the bank embed its services - ranging from account access and deposits to lending, payments and loyalty programs - directly into non-banking digital platforms, facilitating seamless customer experiences.

At Aion Bank, our biggest strength is our people—a team of highly intelligent, creative, and ambitious professionals who thrive in a fast-paced, innovative environment. We believe in delivering results while fostering a culture of passion and collaboration.

We are currently looking for a Wealth Management Products Business Analyst ready to join our adventure and share our ambition.

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. 
Aion bank account without fee. 
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
Step 3: Meet with the Head of Department 

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!

About us
Read more about what we do on our website
We are looking forward to hearing from you!
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