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beign your career journey with accenture

location iconLocations: Wrocław
level iconLevel: manager/director
time iconWorking hours: Full time

Project and Content Manager for Investor Profile and UBS Advice Team


Process, project and program management, Product Management and Development

Global Wealth Management

Job Reference #



Kraków, Wroclaw

Job Type

Full Time

Your role

Are you passionate about the financial markets? Are you an innovator who loves to solve problems? Would you like to join us in working on the bank’s major initiatives and shaping the future of how UBS advises their clients, all in an energetic, open-minded and inspiring environment?

To strengthen our team we're looking for you to:
• perform data analysis around Investor Profile and UBS Advice data across a variety of topics covering suitability as well as investment solutions
• support operational processes and content development (e.g. guidance materials for CAs)
• maintain internal knowledge hub
• support testing of new requirements in the respective tools (e.g. Client Advisor Workbench, Digital Meeting, forms) from business side
• take ownership of dedicated initiatives such as of expanding the Investor Profile dashboard content and expand it to further booking centers

Your team

You will be working in the GWM Poland team in Wroclaw, closely collaborating with the Investor Profile and UBS Advice teams. Both are the global competence centers for the advice process within UBS. We are part of the Advisory Investment Solutions & Services team within the Global Investment Management division.
We have a strong collaboration with the Agile Delivery Organization (i.e. IT) to drive the development of the Investor Profile and UBS Advice across all channels in order to improve the client experience, expand the respective tools to enable better client-facing advice, enable efficiency by introducing client self-service, and implement new regulatory requirements.
We are responsible for shaping and streamlining Investor Profile & UBS Advice concepts, tools and process across markets and locations and are small teams with global reach.

Your expertise

• university degree or equivalent education
• ideally 3-5 years of work experience
• experience in managing assignments in a project-based environment, liaising with internal clients throughout the entire project lifecycle
• prior experience in data analysis and relevant tools
• strong analytical and conceptual skill set and problem-solving attitude
• focus on operational excellence and pragmatism
• delivery focused, strong hands-on and independent, pro-active personality
• fluency in English, other languages a plus

About us

UBS is the world’s largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

How we hire

This role requires an assessment on application. Learn more about how we hire:

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

Disclaimer / Policy Statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

Please submit your application in English

You are kindly requested to include the following clause in your application: "Wyrażam zgodę na przetwarzanie moich danych osobowych zawartych w ofercie pracy dla potrzeb procesu rekrutacji zgodnie z ustawą z dnia 27.08.1997r. Dz. U. z 2002 r., Nr 101, poz. 923 ze zm."


  • iconProject Management, Banking
  • iconEnglish
  • iconWrocław, Kraków, dolnośląskie, małopolskie

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