Union Bank Wealth Manager Recruitment 2025 – Apply Online for 250 SO Posts

Union Bank Wealth Manager Recruitment 2025

Union Bank Wealth Manager Recruitment 2025: Union Bank of India (UBI), a leading public sector bank, has officially announced the recruitment of Wealth Managers (Specialist Officers) in MMGS-II Grade. The bank has invited online applications for 250 vacancies across India. This is a golden opportunity for candidates with wealth management experience in the banking and financial sector.

Online application dates: From August 5, 2025 to August 25, 2025

Official Website: www.unionbankofindia.co.in


Union Bank Wealth Manager Recruitment 2025 – Overview

ParticularDetails
OrganizationUnion Bank of India (UBI)
Post NameWealth Manager (Specialist Officer)
Grade/ScaleMMGS-II
Total Vacancies250
Salary (Pay Scale)₹64,820 – ₹93,960 + Allowances
Approx. CTC (Mumbai)₹21 Lakhs per annum
Application ModeOnline
Start Date to Apply05 August 2025
Last Date to Apply25 August 2025
Official Websitewww.unionbankofindia.co.in

Vacancy Details – Union Bank SO Recruitment 2025

CategoryVacancies
SC37
ST18
OBC67
EWS25
UR103
Total250

Reservation for PwBD candidates is applicable as per Government of India rules.


Union Bank Wealth Manager Recruitment 2025 Eligibility Criteria

Age Limit (as on 01.08.2025)

  • Minimum: 25 years
  • Maximum: 35 years

Age Relaxation:

  • SC/ST – 5 years
  • OBC (Non-Creamy Layer) – 3 years
  • PwBD – 10 years
  • Ex-Servicemen – 5 years

Educational Qualification

  • Full-time 2-year MBA/MMS/PGDBA/PGDBM/PGPM/PGDM from a recognized university/institute approved by Govt. bodies.
  • Desirable Certifications: NISM / IRDAI / NCFM / AMFI

Only full-time courses are accepted. Part-time or distance learning qualifications are not eligible.


Work Experience

  • Minimum 3 years of post-qualification experience in a managerial/ officer role in Wealth Management with:
    • Public/Private/Foreign Banks
    • Broking Firms
    • Securities Firms
    • Asset Management Companies

Key Responsibilities (Job Profile)

  • Act as a single point of contact for HNI clients.
  • Acquire, nurture & strengthen HNI relationships.
  • Sell investment & insurance products.
  • Increase Assets Under Management (AUM) and Total Relationship Value (TRV).
  • Conduct financial need analysis & risk profiling.
  • Carry out periodic portfolio reviews.
  • Ensure compliance & documentation of all client transactions.
  • Conduct awareness sessions at branch/field level on wealth products.

Union Bank Wealth Manager Recruitment 2025 Selection Process

The selection process will consist of:

Online Examination (150 Questions – 225 Marks – 150 Minutes)

TestNo. of QuestionsMarksDuration
Quantitative Aptitude252575 Min
Reasoning2525
English Language2525
Professional Knowledge7515075 Min
Total150225150 Min

👉 Negative Marking: 0.25 marks for each wrong answer.

Group Discussion (50 Marks)

  • Minimum Qualifying Marks:
    • GEN/EWS – 25
    • SC/ST/OBC/PwBD – 22.5

Personal Interview (50 Marks)

  • Minimum Qualifying Marks:
    • GEN/EWS – 25
    • SC/ST/OBC/PwBD – 22.5

Final selection will be based on Merit (Online Test + GD + Interview).


Union Bank Wealth Manager Recruitment 2025 Application Fees

CategoryFees (Incl. GST)
SC/ST/PwBD₹177
All Others₹1180

How to Apply Online for Union Bank Wealth Manager Recruitment 2025?

Follow these steps to apply for Union Bank Wealth Manager Recruitment 2025:

  1. Visit the official website: www.unionbankofindia.co.in.
  2. Navigate to Careers → Recruitment section.
  3. Click on “Apply Online for Wealth Manager (SO) 2025”.
  4. Register with your details to get a Provisional Registration Number & Password.
  5. Fill the application form carefully.
  6. Upload required documents: Photo, Signature, Left Thumb Impression, Handwritten Declaration.
  7. Pay the application fee online.
  8. Submit the form and take a printout of the application & e-receipt for reference.

Important Dates

  • Start Date for Online Registration: 05 August 2025
  • Last Date for Online Registration: 25 August 2025
  • Download Call Letter for Exam: To be notified
  • Exam Date (Tentative): To be announced

Important Links


Conclusion

The Union Bank of India Wealth Manager Recruitment 2025 offers an excellent career opportunity for experienced professionals in the banking & financial sector. With attractive pay, career growth, and the chance to work with one of India’s top banks, this is a must-apply recruitment drive.

Interested candidates are advised to apply well before the last date (25 August 2025) to avoid last-minute server issues.

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