Warsaw, Masovian Voivodeship, Poland · Hybrid
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…
Skills: Business Analysis, Wealth Management, Financial Planning, Investment Strategies, Data Analysis
Warsaw, Masovian Voivodeship, Poland · On-site
What we do? UniCredit in Poland is part of one of the largest banks 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 …
Skills: Business Development, Fintech, BaaS, Lending Solutions, Financial Markets
Warsaw, Masovian Voivodeship, Poland · Hybrid
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…
Skills: FX Market Structure, Product Ownership, Liquidity Management, Regulatory Compliance, Agile Methodology
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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.
Requires a Master's degree in Business, Finance, or Economics and at least 3 years of experience as a Business Analyst in financial services. Proficiency in data tools like SQL and Python, along with fluency in both Polish and English, is required.
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!
Empowering communities to progress.
UniCredit. Empowering Communities to Progress. We are a pan‑European bank operating with one consistent service model across Italy, Germany, Austria and Central & Eastern Europe. We combine strong local roots, specialist capabilities and digital innovation to turn ambitions into tangible outcomes for individuals, businesses and institutions. What we do We provide banking for individuals and companies, corporate & investment banking and advanced payment solutions. Our integrated structure across countries and business lines ensures a simple, efficient and seamless client experience, wherever our customers operate. How we create impact Our Purpose – Empowering Communities to Progress – guides how we make decisions and invest. From financing the real‑economy transition and supporting SME growth to fostering inclusion and opportunity for our people, we measure success through long‑term, sustainable value for all our stakeholders. Why follow us here Discover UniCredit’s contribution to Europe’s economy. Expect insights from our experts, stories from clients and colleagues, product and innovation updates, and initiatives that generate real impact in the communities we serve. Careers Looking for a place to grow and make a difference? Discover diverse career paths, continuous learning opportunities and a culture that puts people, equity and progress at the center.
Offices: Piazza Gae Aulenti, 3, Tower A, Milano, MI 20154, IT
Empowering communities to progress.
UniCredit. Empowering Communities to Progress. We are a pan‑European bank operating with one consistent service model across Italy, Germany, Austria and Central & Eastern Europe. We combine strong local roots, specialist capabilities and digital innovation to turn ambitions into tangible outcomes for individuals, businesses and institutions. What we do We provide banking for individuals and companies, corporate & investment banking and advanced payment solutions. Our integrated structure across countries and business lines ensures a simple, efficient and seamless client experience, wherever our customers operate. How we create impact Our Purpose – Empowering Communities to Progress – guides how we make decisions and invest. From financing the real‑economy transition and supporting SME growth to fostering inclusion and opportunity for our people, we measure success through long‑term, sustainable value for all our stakeholders. Why follow us here Discover UniCredit’s contribution to Europe’s economy. Expect insights from our experts, stories from clients and colleagues, product and innovation updates, and initiatives that generate real impact in the communities we serve. Careers Looking for a place to grow and make a difference? Discover diverse career paths, continuous learning opportunities and a culture that puts people, equity and progress at the center.
Offices: Piazza Gae Aulenti, 3, Tower A, Milano, MI 20154, IT
