Investment Proposal Specialist with German or French

UBS; Kraków; On-site; PLN 180,000 - 240,000; Full time

Job summary

UBS is seeking an Investment Proposal Specialist to join the Poland IPS team in Kraków/Wroclaw area. You will manage RFI/RFP/DDQ responses for prospective and existing clients, coordinating with sales and investment teams to showcase capabilities and value.

The role emphasizes data-driven analyses, end-to-end delivery, and collaboration across compliance, relationship managers, and product specialists. Strong English plus French or German, plus Excel/Power BI, are preferred.

Qualifications

• 3+ years of professional experience.
• Proficiency in written and spoken English; fluent French or German.
• Investment knowledge across all asset classes.
• University degree in economics, business administration (with focus on banking & finance) or another relevant field.
• CFA is considered an advantage.

Responsibilities

• To co-ordinate and produce accurate, timely RFPs, RFIs, and DDQs for prospect and existing clients according to internal guidelines.
• To participate in conference calls as a subject matter expert, representing our investment capabilities.
• To collaborate with client relationship managers, portfolio managers, investment specialists and SMEs to improve RFP responses.
• To ensure the RFP database is up-to-date and quality is continually improved.
• To help the team identify and implement digital solutions.

Skills

3+ years experience

English proficiency

French or German

Investment knowledge

Economics/Finance degree

CFA (advantage)

Excel

Power BI

Power Automate

SQL

R/Python

Attention to detail

Project management

Communication

Stakeholder management

AI awareness

Education

Economics/Finance degree

Tools

Excel

Power BI

Power Automate

SQL

R/Python

Job description

Key Responsibilities

Do you have an entrepreneurial and commercial mindset and are you interested in generating new business? Are you strongly interested in the financial industry in particular investments? Are you tech- and data-savvy? Do you work accurately? We are looking for you!

As part of our IPS (Investment Proposal Specialist) team, you’ll help respond to detailed client questionnaires that showcase our products, people, and investment strategies. These responses are key to winning new business and maintaining strong client relationships.

You’ll manage RFI/RFP/DDQs end-to-end, working with large datasets, automating repetitive tasks, and presenting insights clearly. A structured, analytical mindset and a willingness to learn are essential. While deep technical skills aren’t required, being comfortable with data analytics tools (see “Your Experience and Skills”) will help you deliver faster, more insightful responses.

The main tasks of your role are:

• to co-ordinate and produce accurate, timely RFPs (Requests for Proposal), RFIs, and DDQs (Due Diligence Questionnaires) for prospect clients and existing clients according to internal brand/style guidelines and compliance regulations.
• to participate in conference calls as a subject matter expert, representing our investment capabilities and intellectual capital
• to collaborate closely with client relationship managers, portfolio managers, investment specialists and subject matter experts to improve RFP answers, ensure key messages are understood, and present our capabilities in the most compelling way possible.
• to ensure the RFP database is kept up-to-date and accurate, and quality continually improved
• to help the team identifying and implementing digital solutions

Job Type

Full Time

Job Reference #

335401BR

City

Kraków, Wroclaw

The team

You will be part of the IPS (Investment Proposal Specialist) Poland team in Wroclaw which forms part of UBS Asset Management's global IPS function with specialists located in Europe, APAC, US and Switzerland. We support sales teams globally. In particular, you will engage with them providing RFP responses on a wide range of investment products. Our team has a direct impact in meeting sales targets and therefore in supporting business growth and client engagement. You will also have exposure to other Sales Management teams, gaining insight into how data, analytics, pricing and market intelligence support strategic decision-making.

Your team is part of Client Coverage within UBS Asset Management. Our business offers industry leading capabilities on a truly global scale. With over 2 trillion* in invested assets, we are the third largest Europe-based asset manager and the number 12 firm globally. Client Coverage is the sales organization driving the growth of our business by building relationships with Clients (*as of 31 December 2025)

Your Skills And Experience

• +3 years of professional experience
• proficiency in written and spoken English; fluent French or German
• investment knowledge across all asset classes
• university degree in economics, business administration (with focus on banking & finance) or another relevant field. Studying for or having accomplished CFA is considered an advantage.
• advanced Excel skills (very familiar with pivot tables, PowerPivot/Get-And-Transform), PowerBI, PowerAutomate, SQL databases, R/Python is a strong advantage
• high attention to detail, accuracy and comfortable using methodical approach to tasks
• strong project management skills and able to set priorities
• confident communicator, both orally and in writing, with audiences of different seniority
• ability to work with stakeholders locally and remotely as well as cross functions
• you’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use.

About Us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Contact Details

UBS Business Solutions SA

UBS Recruiting

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.

Report misconduct: If you are made aware of any of our employees or individuals acting on behalf of UBS engaging in acts of misconduct under the Poland Whistleblowing Act, you may report your concerns through [e-mail]