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

Service and Portfolio Financials Manager



Group Functions

Job Reference #




Job Type

Full Time

Your role

- Lead the Service Management reporting/framework
- Support the solution Delivery Catalogue & budget
- Drive analysis and identify opportunities to increase efficiencies whilst keeping track of service delivery and quality
- Establish close relationships with other IT streams and business stakeholders within Wealth Management and Swiss bank
- Provide consumer billing analysis including Shred/allocation key management, consumer cost reporting analytics
- Portfolio Benefit/Upward pressure management
- Drive Internal projects, shared services, portfolio rate analysis
- Lead, coach and empower the team member

Your Career Comeback

We are open to applications from career returners. Find out more about our program on

Your team

You will be working in the Operating Management Team, that orchestrates the day-to-day Business Management needs and Logistics, drives our Operating Model Evolution, provides Transparency for Performance Management and manages the Financials for the WMPC Technology organization. We support the Heads of technology for CDIO WMPC in operational tasks and activities and represent Operating Management in strategic projects and initiatives.

We want to expand our Zurich based team with a team in Wroclaw to increase our capabilities in delivering our key strategic priorities. You will support the growth of our service delivery from Wroclaw. This role will provide the opportunity to grow and to expand your knowledge as well as your network across all areas within UBS Group Technology.

Your expertise

- Service management, financial costs, forecasting, and Operating Management is a plus.
- Project portfolio management
- Excellent analytical skills and a strong sense for figures and facts
- Good communicator who can create concise summaries and give clear recommendations to the senior management
- Infrastructure management and service cost (SD, TDC,...)
- Team lead background

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?

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."


  • iconFinance & Accounting, Banking
  • iconEnglish
  • iconWrocław, dolnośląskie

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