
Product Manager “Plan my Wealth” / Initiative Manager
Welcome to UBS, a global financial institution dedicated to providing exceptional services and innovative solutions to our clients. We are currently seeking a motivated and experienced Product Manager to join our team and lead the development of our "Plan my Wealth" initiative. As the Initiative Manager, you will have the opportunity to shape the future of our wealth planning services and help our clients achieve their financial goals. If you are passionate about driving impactful change and have a strong background in product management, we invite you to join our dynamic and collaborative team.
- Develop and implement a comprehensive strategy for the "Plan my Wealth" initiative, in alignment with the overall goals and objectives of UBS.
- Lead the development and launch of new wealth planning services, including conducting market research, identifying customer needs, and working with cross-functional teams to bring the product to market.
- Collaborate with key stakeholders across the organization to ensure the success of the initiative, including sales, marketing, technology, and operations teams.
- Oversee the budget and resource allocation for the initiative, ensuring that resources are utilized effectively and efficiently to meet project timelines and goals.
- Monitor and analyze market trends, competitor offerings, and customer feedback to continuously improve and enhance the "Plan my Wealth" initiative.
- Develop and maintain relationships with key clients and partners, keeping them informed of the progress and benefits of the initiative.
- Provide regular updates and reports to senior management on the status of the initiative, including key metrics and outcomes.
- Act as a subject matter expert on wealth planning services and stay up-to-date on industry best practices and innovations.
- Mentor and guide junior team members in product management best practices, fostering a collaborative and growth-oriented team environment.
- Represent UBS and the "Plan my Wealth" initiative at industry events, conferences, and workshops to promote the brand and gain insights on market trends and customer needs.
Bachelor's Degree In Business, Finance, Or A Related Field.
At Least 3-5 Years Of Experience In Product Or Project Management In The Financial Services Industry.
Strong Understanding Of Wealth Management Products And Services.
Proven Track Record Of Successfully Launching And Managing New Initiatives Or Products.
Excellent Communication, Leadership, And Teamwork Skills.
Risk Management
Product Development
Strategic Planning
Project Management
Budget management
Team Leadership
Competitive analysis
Market analysis
Product positioning
Financial acumen
Stakeholder engagement
Communication
Emotional Intelligence
Leadership
Time management
Interpersonal Skills
creativity
Critical thinking
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Product Manager “Plan my Wealth” / Initiative Manager in Poland is between 10,500 PLN and 13,000 PLN per month. This would be equivalent to approximately $2,700 to $3,350 USD per month. However, salaries can vary depending on factors such as experience, location, and company size.
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UBS is a global firm providing financial services in over 50 countries. The company provides wealth management, asset management, and investment banking services for private, corporate, and institutional clients worldwide.

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