Finance Business Partner (CFO Advisory, Global Wealth Management)

UBS (Poland)
Kraków (PL)
06 Mar 2019
06 Apr 2019
Job Role
Finance Analyst
Contract Type

Your role


Do you have strong analytic skills? Are you interested to drive the strategic development of the leading global wealth manager? Are you well organized with an eye for detail? Do you have a flexible attitude, quantitative focus, ability and willingness to learn and develop in the area of financial analysis, advisory and controlling? We are looking for someone who can: 
- drive the strategic agenda of Group Finance and Global Wealth Management
- conduct financial analysis to support senior management in decision making
- prepare and discuss financial result presentations for senior stakeholders 
- build, maintain and enhance financial models and performance analytics to support our GWM finance team and our senior business partner
- develop a strong network with our partners to drive sustainable results.


Your team


You'll be working in the Global Wealth Management CFO team. The team provides holistic financial analysis and advice for the Global Wealth Management Division focusing mainly on our key strategic lever (incl. Net New Money, Book Shift, Profit and Loss, Financial Resources). Our team operates globally across the strategic hubs and works actively on various strategic projects as well as core processes like forecasting or planning.


Your expertise


- at least 3 years of relevant experience in the area of financial analysis with the ability to 'connect the dots' and a good understanding of the financial industry and its strategic developments and key business driver
- excellent communication skills and ability to work with various levels of stakeholders
- proactive and self-motivated personality, able to deliver high quality results in an efficient manner, with the ability to question the status-quo and to strive for continuous process improvements 
- able to prioritize your portfolio and manage different tasks under time pressure while maintaining a high level of quality
- very good written and spoken English and strong knowledge of MS Excel and MS PowerPoint, knowledge in additional business intelligence software (e.g., Tableau, Microstrategy) is an advantage.


About us


Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?


Join us


We're a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now on


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.