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Union Bank Wealth Manager (SO) Recruitment 2025: 250 Posts Open! Apply Now for High-Paying Roles GOOD NEWS !

Job Details

Union Bank of India Wealth Manager (Specialist Officer - MMGS II) roles involve building long-term relationships with High Net Worth (HNI) clients, selling investment products (like mutual funds, insurance), monitoring portfolios, and growing the client's overall business with the bank. This Union Bank Wealth Manager (SO) Recruitment 2025 is for financial professionals.

Salary :

₹88,000 – ₹100,000 per month

Post Name :

Wealth Manager (Specialist Officer - SO)

Qualification :

Full-time 2-year degree

Age Limit :

25 years to 35 years

Exam Date :

Last Date :

2025-08-25
Apply Now

BANKIntroduction: Your Pathway to Prosperity – Union Bank Wealth Manager (SO) Recruitment 2025 is Here!

Union Bank of India, a prominent public sector bank in India, has announced a significant recruitment drive for the year 2025. This presents a remarkable opportunity for seasoned finance professionals to join the bank as Wealth Manager (Specialist Officer – SO). The Union Bank Wealth Manager (SO) Recruitment 2025 aims to fill 250 Specialist Officer vacancies in the Middle Management Grade Scale-II (MMGS-II) cadre.

If you are an experienced professional in wealth management seeking a challenging and rewarding career, this Union Bank Wealth Manager (SO) Recruitment 2025 is designed for you. The online application process has commenced, and interested candidates are strongly encouraged to apply well before the closing date. This comprehensive guide provides all essential details regarding the vacancies, eligibility criteria, application procedure, and selection process. Don’t miss this chance to elevate your banking career!


Union Bank Wealth Manager (SO) Recruitment 2025: Vacancy Details

The Union Bank Wealth Manager (SO) Recruitment 2025 (Advt. No. UBI Wealth Manager) is specifically for candidates with expertise in wealth management. Here’s a detailed breakdown of the vacancies for the Wealth Manager (Specialist Officer) post:

Post-wise & Category-wise Vacancy Details:

Post NameGrade/ScaleTotal VacanciesUREWSOBC (NCL)SCST
Wealth Manager (Specialist Officer)MMGS-II25010325673718

Note: The number of vacancies is subject to change based on the bank’s requirements. Detailed reservation rules for Persons with Benchmark Disabilities (PwBDs) and Ex-Servicemen will be available in the official notification.


Important Dates for Union Bank Wealth Manager (SO) Recruitment 2025

Keep track of these critical dates for the Union Bank Wealth Manager (SO) Recruitment 2025:

  • Official Notification Release Date: August 4, 2025
  • Online Application Start Date: August 5, 2025
  • Last Date for Online Application & Fee Payment: August 25, 2025
  • Online Exam Date: To be Notified Later

Ensure all steps of your application, including fee payment, are completed by the specified deadline.


Union Bank Wealth Manager (SO) Recruitment 2025: Eligibility Criteria

To be considered for the Wealth Manager (SO) position in the Union Bank Wealth Manager (SO) Recruitment 2025, applicants must fulfill the following eligibility requirements as of the cut-off date (typically August 1, 2025).

1. Educational Qualification:

Candidates must possess a Full-time 2-year degree or course in one of the following from a University/Institution recognized by the Government of India or approved by government regulatory authorities:

  • MBA (Master of Business Administration)
  • MMS (Master of Management Studies)  
  • PGDBA (Post Graduate Diploma in Business Analytics)  
  • PGDBM (Post Graduate Diploma in Business Management)  
  • PGPM (Post Graduate Program in Management)  
  • PGDM (Post Graduate Diploma in Management)  

Desirable Certifications: NISM / IRDAI / NCFM / AMFI certifications will be an added advantage.

2. Work Experience:

A minimum of 3 years of post-qualification experience as an Officer/Manager in Wealth Management roles is mandatory. This experience should be gained in:

  • Public Sector Banks
  • Private Sector Banks
  • Foreign Banks
  • Securities or Broking Firms
  • Asset Management Companies (AMCs)

The experience should be full-time and relevant to wealth management.

3. Age Limit (as on August 1, 2025):

  • Minimum Age: 25 years
  • Maximum Age: 35 years

Age relaxation will be provided to candidates belonging to Scheduled Caste (SC), Scheduled Tribe (ST), Other Backward Classes (OBC), Persons with Benchmark Disabilities (PwBD), and Ex-Servicemen as per Government of India guidelines.

4. Other Essential Conditions:

  • Nationality: Must be an Indian Citizen.
  • Credit History: Candidates must maintain a sound credit history and should not have defaulted on loan repayments or credit card dues. A minimum CIBIL score requirement may be stipulated.
  • Service Bond: Selected candidates will be required to execute a service indemnity bond (e.g., ₹2.5 Lakhs plus taxes) to serve the bank for a minimum period (e.g., 3 years).
  • Willingness to Serve: Candidates must be willing to serve anywhere in India.

Application Fee for Union Bank Wealth Manager (SO) Recruitment 2025

The application fee for the Union Bank Wealth Manager (SO) Recruitment 2025 is non-refundable and must be paid online.

  • For SC/ST/PwBD Candidates: ₹177/- (Inclusive of GST)
  • For General/EWS/OBC Candidates: ₹1180/- (Inclusive of GST)

Note: Bank transaction charges for online payment will be borne by the candidate.


Union Bank Wealth Manager (SO) Recruitment 2025: Selection Process

The selection process for the Union Bank Wealth Manager (SO) Recruitment 2025 is designed to identify the most suitable candidates. The bank reserves the right to make changes to the selection methodology.

The likely stages of the selection process include:

  1. Online Examination:
    • This will be an objective-type test.
    • Subjects typically include: Reasoning, English Language, Quantitative Aptitude, and Professional Knowledge relevant to Wealth Management.
    • There will be negative marking (e.g., 0.25 marks deducted for each incorrect answer).
  2. Group Discussion (GD):
    • Shortlisted candidates from the online examination may be invited for a Group Discussion round.
    • This assesses soft skills, communication abilities, and the capacity to work in a team.
  3. Personal Interview (PI):
    • Candidates further shortlisted after the GD (if conducted) will appear for a Personal Interview.
    • This stage evaluates personality, communication skills, leadership potential, and in-depth knowledge of wealth management and banking.

The final selection will be based on the combined performance in the Online Examination (if applicable), Group Discussion, and Personal Interview. The weightage for each component will be specified in the official notification.

Union Bank Wealth Manager (SO) Recruitment 2025 Selection Process

How to Apply for Union Bank Wealth Manager (SO) Recruitment 2025

Follow these steps carefully to apply online for the Union Bank Wealth Manager (SO) Recruitment 2025:

  1. Visit the Official Website: Go to the official Union Bank of India website: https://www.unionbankofindia.co.in/ (DoFollow Link to External Resource).
  2. Navigate to Careers/Recruitments: On the homepage, find and click on the “Careers” or “Recruitments” section.
  3. Find the Relevant Notification: Look for the advertisement titled “Recruitment of Wealth Managers (Specialist Officers) 2025” or similar.
  4. Download and Read the Official Notification: It is crucial to download and thoroughly read the detailed official PDF notification (Advt. No. UBI Wealth Manager) to understand all eligibility criteria, terms, conditions, and instructions before proceeding.
  5. Online Registration: Click on the “Apply Online” link. New users will need to register by providing basic details such as name, mobile number, and email ID. Ensure these are active for future communication.
  6. Fill the Application Form: Log in using your registration credentials and accurately fill in all the required personal, educational, and experience details in the online application form.
  7. Upload Documents: Upload scanned copies of your recent passport-sized photograph and signature as per the specified dimensions and file size. Also, upload all necessary educational certificates, experience letters, and caste/PwBD certificates (if applicable), usually as a single PDF.
  8. Pay Application Fee: Proceed to pay the application fee online using available payment methods like Debit Card, Credit Card, Net Banking, or UPI.
  9. Review and Submit: Carefully review all the information entered in the application form. Once satisfied, submit the application.
  10. Print Confirmation: After successful submission, take a printout of the filled application form and the e-receipt for your records and future reference.

Conclusion: Build Your Future with Union Bank of India!

The Union Bank Wealth Manager (SO) Recruitment 2025 is an exceptional opportunity for skilled and ambitious professionals to join a leading public sector bank. With 250 Specialist Officer vacancies in the high-growth area of wealth management, this recruitment drive offers a secure career path, attractive remuneration, and significant growth potential.

Ensure you meet all the eligibility requirements, gather your documents, and complete your online application before August 25, 2025. Start preparing for the selection process, and you could soon be a valuable asset to the Union Bank of India family!

We extend our best wishes to all candidates applying for the Union Bank Wealth Manager (SO) Recruitment 2025!

For the latest updates on banking jobs, government job notifications, and career guidance, stay connected with [Your Website Name/Link]!

Official Links for Reference:

  • Union Bank of India Official Website: https://www.unionbankofindia.co.in/
  • Union Bank Careers Page: (Navigate via the official website to the “Careers” or “Recruitments” section for the direct application link when active).

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