Union Bank Wealth Manager Recruitment 2025 has been launched by The Union Bank of India, a leading public sector bank with a strong presence across India and overseas for Specialist Officer (SO) posts. This recruitment drive is a golden opportunity for MBA finance professionals seeking high-paying bank jobs in government banking careers in India.
With 250 vacancies for Wealth Manager roles, this guide provides a comprehensive, SEO-optimized overview of the Union Bank Wealth Manager Recruitment 2025, covering eligibility, application process, salary, and more, ensuring candidates can apply confidently for a rewarding career in wealth management services.
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Job Overview of Union Bank Wealth Manager Recruitment 2025
The following table summarizes the key details of the Union Bank Wealth Manager Recruitment 2025, designed to attract candidates interested in bank jobs for MBA finance and wealth management services.
| Detail | Information |
|---|---|
| Organization | Union Bank of India |
| Post Name | Wealth Manager (Specialist Officer – MMGS II) |
| Total Vacancies | 250 |
| Application Mode | Online |
| Official Website | www.unionbankofindia.co.in |
| Recruitment Notification | Union Bank Wealth Manager Recruitment 2025 |
| Job Category | Government Banking Careers India |
Important Dates for Union Bank Wealth Manager Recruitment 2025
The table below outlines the critical dates for the Union Bank Wealth Manager Recruitment 2025, helping candidates plan their application for these coveted bank jobs.
| Event | Date |
|---|---|
| Online Registration Start Date | 05/08/2025, 00:00 Hrs |
| Online Registration End Date | 25/08/2025, 24:00 Hrs |
| Payment of Application Fees | 05/08/2025 to 25/08/2025 |
| Last Date for Printing Application | 09/09/2025 (indicative) |
| Online Examination Date | To be announced on www.unionbankofindia.co.in |
Vacancy Details for Union Bank Wealth Manager Recruitment 2025
The Union Bank Wealth Manager Recruitment 2025 offers 250 vacancies for Wealth Manager posts, with reservations for various categories, making it a significant opportunity for private banking wealth managers and financial advisors near me.
| Post Name | Scale/Grade | Total Vacancies | SC | ST | OBC | EWS | UR | PwBD (VI/HI/OC/MOD) |
|---|---|---|---|---|---|---|---|---|
| Wealth Manager | MMGS II | 250 | 37 | 18 | 67 | 25 | 103 | 3/3/2/2 |
Eligibility Criteria for Union Bank Wealth Manager Recruitment 2025
The eligibility criteria for the Union Bank Wealth Manager Recruitment 2025 ensure candidates meet the necessary qualifications and experience for wealth management roles, as detailed below.
| Criteria | Details |
|---|---|
| Age Limit | 25–35 years (as on 01/08/2025) |
| Age Relaxation | SC/ST: 5 years, OBC (Non-creamy layer): 3 years, PwBD: 10 years, Ex-Servicemen: 5 years, Persons affected by 1984 riots: 5 years |
| Educational Qualification | Full-time 2-year MBA/MMS/PGDBA/PGDBM/PGPM/PGDM from a recognized university/institution approved by the Government of India. Desirable Certifications: NISM, IRDAI, NCFM, AMFI |
| Work Experience | Minimum 3 years post-qualification experience as an officer or in a managerial role in wealth management with Public Banks, Private Banks, Foreign Banks, Broking Firms, Securities Firms, or Asset Management Companies (as on 25/08/2025) |
| Key Skills | Financial need analysis, risk profiling, portfolio review, selling mutual funds investment tips and insurance products, client relationship management |
Salary and Pay Scale for Union Bank Wealth Manager Recruitment 2025
The Union Bank specialist officer salary for Wealth Managers under the Union Bank Wealth Manager Recruitment 2025 is highly competitive, reflecting the value of government banking careers in India.
| Post | Scale/Grade | Basic Pay Scale | Approximate CTC |
|---|---|---|---|
| Wealth Manager | MMGS II | Rs. 64,820 – Rs. 93,960 | Approx. Rs. 21 lakh per annum (Mumbai, varies by location) |
Benefits of Union Bank Wealth Manager Recruitment 2025
The benefits of joining the Union Bank Wealth Manager Recruitment 2025 make it one of the best careers in wealth management, offering stability and growth for financial advisors near me.
| Benefit | Description |
|---|---|
| Job Security | Stable employment with a leading public sector bank |
| Career Growth | Opportunities for promotion to higher grades as per bank policy |
| Professional Development | Exposure to wealth management services, mutual funds investment tips, and private banking wealth managers’ roles |
| Allowances | House Rent Allowance, Dearness Allowance, conveyance, medical/hospitalization expenses, LFC, and mobile expenses |
| Work-Life Balance | Structured environment for serving high-net-worth individuals (HNI) |
How to Apply for Union Bank Wealth Manager Recruitment 2025
The application process for the Union Bank Wealth Manager Recruitment 2025 is online-only, and the table below provides a step-by-step guide for candidates pursuing bank jobs for MBA finance.
| Step | Details |
|---|---|
| Visit Official Website | Go to www.unionbankofindia.co.in, navigate to ‘Recruitments,’ and select “Union Bank Wealth Manager Recruitment 2025” |
| Register Online | Click “Click here for New Registration,” enter name, contact details, and email ID to receive a Provisional Registration Number and Password |
| Fill Application Form | Enter personal, educational, and wealth management experience details. Use “SAVE AND NEXT” to verify entries |
| Upload Documents | Upload scanned photograph (20-50 KB), signature (10-20 KB), left thumb impression (20-50 KB), and handwritten declaration (50-100 KB) as per Annexure-I specifications |
| Pay Application Fee | SC/ST/PwBD: Rs. 177/-, Others: Rs. 1180/- (inclusive of GST). Pay via credit card, debit card, or net banking |
| Submit Application | Verify details, click “COMPLETE REGISTRATION,” and print the system-generated application |
Documents Required for Union Bank Wealth Manager Recruitment 2025
The table below lists the documents required for the Union Bank Wealth Manager Recruitment 2025, ensuring candidates meet wealth management experience requirements.
| Document | Details |
|---|---|
| Photograph | Recent passport-style color photo (4.5cm x 3.5cm, 20-50 KB, JPG/JPEG) |
| Signature | Signed on white paper with black ink (10-20 KB, JPG/JPEG) |
| Left Thumb Impression | On white paper with black/blue ink (20-50 KB, JPG/JPEG) |
| Handwritten Declaration | “I, (Name), hereby declare that all the information submitted by me in the application form is correct, true and valid. I will present the supporting documents as and when required.” (50-100 KB, JPG/JPEG) |
| Educational Certificates | MBA/MMS/PGDBA/PGDBM/PGPM/PGDM degree certificates and mark sheets (as on 25/08/2025) |
| Work Experience Certificate | Certified by employer in Annexure-II format, specifying period, post, and duties in wealth management |
| Category Certificate | SC/ST (Annexure-III), OBC (Annexure-IV), EWS, PwBD (Annexure-V/VI) certificates |
| Photo ID Proof | PAN Card, Aadhaar, Passport, or other valid ID (original and photocopy) |
| Disability Certificate | For PwBD candidates, issued by District Medical Board (valid as on 05/08/2025) |
| No Objection Certificate | For government/PSU employees, required at the interview stage |
| Ex-Servicemen Documents | Service/Discharge book, pension payment order, proof of rank (for ex-servicemen) |
Job Location for Union Bank Wealth Manager Recruitment 2025
The table below details the job locations for candidates selected through the Union Bank Wealth Manager Recruitment 2025, relevant for private banking wealth managers.
| Detail | Information |
|---|---|
| Job Location | Pan-India and overseas branches of Union Bank of India |
| Posting | At the sole discretion of the bank |
Union Bank Wealth Manager Selection Process
The Union Bank Wealth Manager Recruitment 2025 involves a multi-stage selection process to evaluate candidates’ skills required for wealth manager roles. The process includes an online examination, group discussion, and personal interview, ensuring a thorough assessment for government banking careers in India.
Online Examination
The online exam tests aptitude and professional knowledge, crucial for bank jobs for MBA finance. It consists of four sections, with a total of 150 questions for 225 marks, conducted over 150 minutes. A penalty of 0.25 marks applies for each wrong answer. The exam is bilingual (English and Hindi), except for the English Language section. Candidates must bring a valid call letter and photo ID. The structure is as follows:
- Quantitative Aptitude: 25 questions, 25 marks, 75 minutes (combined with Reasoning and English)
- Reasoning: 25 questions, 25 marks, 75 minutes (combined)
- English Language: 25 questions, 25 marks, 75 minutes (combined)
- Professional Knowledge: 75 questions, 150 marks, 150 minutes
For the Union Bank Wealth Manager selection process syllabus, including mutual funds investment tips and financial planning topics, visit jobshikhar.in.
Group Discussion (GD)
The group discussion assesses communication and teamwork skills, vital for financial advisors near me. It carries 50 marks, with minimum qualifying marks of 25 for General/EWS and 22.5 for SC/ST/OBC/PwBD candidates. Topics may include wealth management services or banking trends.
Personal Interview (PI)
The personal interview evaluates professional expertise in wealth management and suitability for private banking wealth managers’ roles. It carries 50 marks, with the same qualifying marks as the GD. Candidates should highlight their wealth management experience requirements during the interview.
Final Selection
Final selection for the Union Bank Wealth Manager Recruitment 2025 is based on aggregate marks from the online exam, GD, and PI. The bank may opt to conduct only a personal interview at its discretion. Candidates with defaulted repayments (e.g., car insurance quotes, business loans, or home loan refinance) are ineligible. Merit lists are prepared category-wise, ensuring fairness in Union Bank SO vacancies 2025.
Why Choose a Career in Wealth Management at Union Bank?
The Union Bank Wealth Manager Recruitment 2025 is a gateway to the best career in wealth management for MBA finance professionals. Wealth Managers serve as financial advisors near me, catering to high-net-worth individuals (HNI) by offering mutual funds investment tips, insurance products, and personalized financial planning.
The role involves acquiring and nurturing client relationships, conducting financial need analysis, and increasing Total Relationship Value (TRV) and Assets Under Management (AUM). With a competitive finance officer salary in India and opportunities for professional growth, this position aligns with high-CPC niches like wealth management services and private banking wealth managers.
The skills required for wealth manager roles include expertise in risk profiling, portfolio management, and selling investment products, making it ideal for those with wealth management experience requirements. Additionally, the role offers exposure to related financial sectors, such as car insurance quotes, business loans, and home loan refinance, enhancing its appeal for candidates seeking high-paying government banking careers in India.
For more insights on the best career in wealth management, explore jobshikhar.in.
Preparation Tips for Union Bank Wealth Manager Recruitment 2025
To succeed in the Union Bank Wealth Manager Recruitment 2025, candidates should focus on the following strategies to excel in the selection process for bank jobs:
- Online Exam Preparation: Study quantitative aptitude, reasoning, English, and professional knowledge topics like wealth management services, mutual funds investment tips, and financial planning. Practice mock tests to improve speed and accuracy. Access study materials and the Union Bank Wealth Manager selection process syllabus on jobshikhar.in.
- Group Discussion Skills: Prepare for discussions on financial planning, private banking wealth managers’ roles, or current banking trends. Practice clear communication and teamwork to score well in the GD round.
- Interview Preparation: Highlight your wealth management experience requirements, such as client handling, risk profiling, and portfolio reviews. Be ready to discuss your role as a financial advisor near me and your knowledge of investment banking.
- Document Verification: Ensure all documents, especially experience certificates, align with the wealth management job profile specified in the Union Bank SO detailed notification PDF download. Incorrect or incomplete documents may lead to rejection.
- Stay Updated: Regularly check www.unionbankofindia.co.in and jobshikhar.in for updates on Union Bank SO vacancies 2025, exam dates, and call letters.
Important Links for Union Bank Wealth Manager Recruitment 2025
The table below provides essential links for candidates applying for the Union Bank Wealth Manager Recruitment 2025, facilitating access to bank jobs resources.
| Resource | Link |
|---|---|
| Official Notification | www.unionbankofindia.co.in (Recruitments Page) |
| Apply Online | Available from 05/08/2025 on the official website |
| Information Handout | Downloadable with the call letter |
| Jobshikhar.in Updates | www.jobshikhar.in |
| Join our whatsapp Channel | Join whatsapp Channel |
| Follow Our Facebook Page | Fb page |
| Our Youtube channel | Youtube channel |
| Our Telegram Channel | Telegram Channel |
| Our Instagram page | Instagram page |
| Follow Our X Page | Join Our X Page |
| Our Official Website Find more jobs | Job Shikhar |
| Our AI Tools Website | Agentive Tech |
FAQs About Union Bank Wealth Manager Recruitment 2025
- What is the last date to apply for Union Bank Wealth Manager Recruitment 2025?
The last date to apply is August 25, 2025, at 24:00 Hrs. For the latest updates, visit jobshikhar.in. - What are the eligibility criteria for Union Bank Wealth Manager Recruitment 2025?
Candidates need a 2-year MBA in finance and 3 years of wealth management experience as on 25/08/2025. Detailed criteria are available on jobshikhar.in. - What is the Union Bank specialist officer salary for Wealth Managers?
The salary ranges from Rs. 64,820 to Rs. 93,960 per month, with an approximate CTC of Rs. 21 lakh per annum. More details can be found on jobshikhar.in. - What skills are required for wealth manager roles in Union Bank?
Skills include financial planning, risk profiling, and expertise in mutual funds investment tips. Preparation resources are available on jobshikhar.in. - How many vacancies are there in Union Bank SO vacancies 2025 for Wealth Managers?
There are 250 vacancies, with category-wise reservations. Check jobshikhar.in for the latest updates on Union Bank SO vacancies 2025. - How can I apply for Union Bank Wealth Manager Recruitment 2025?
Apply online through www.unionbankofindia.co.in from August 5 to August 25, 2025. Step-by-step guidance is available on jobshikhar.in. - What documents are required for the Union Bank Wealth Manager Recruitment 2025 application?
You need a photograph, signature, thumb impression, handwritten declaration, and wealth management experience certificates. Sample formats can be downloaded from jobshikhar.in. - What is the Union Bank Wealth Manager selection process?
The process includes an online exam, group discussion, and personal interview. Access the syllabus and preparation tips on jobshikhar.in. - Are there age relaxations for reserved categories in Union Bank Wealth Manager Recruitment 2025?
Yes, SC/ST candidates get 5 years, OBC 3 years, and PwBD 10 years. Full details are available on jobshikhar.in. - What is the role of a Wealth Manager at Union Bank?
Wealth Managers manage HNI clients, provide wealth management services, and offer mutual funds investment tips. Learn more about the role at jobshikhar.in. - Can I apply for Union Bank Wealth Manager Recruitment 2025 without NISM or IRDAI certifications?
Yes, these certifications are desirable but not mandatory. For more clarity, refer to jobshikhar.in. - Where can I download the Union Bank SO detailed notification PDF?
The official notification PDF is available on www.unionbankofindia.co.in or jobshikhar.in for easy access. - What is the application fee for Union Bank Wealth Manager Recruitment 2025?
The fee is Rs. 177 for SC/ST/PwBD and Rs. 1180 for others, inclusive of GST. Payment instructions are available on jobshikhar.in. - Can Wealth Managers be posted anywhere in India under Union Bank Wealth Manager Recruitment 2025?
Yes, postings are at the bank’s discretion across India or overseas. More details are available on jobshikhar.in. - How does the Union Bank Wealth Manager Recruitment 2025 benefit MBA finance professionals?
It offers a competitive finance officer salary in India and growth in private banking wealth managers’ roles. Explore benefits on jobshikhar.in.
For the latest updates on Union Bank Wealth Manager Recruitment 2025, including preparation tips for bank jobs for MBA finance, mutual funds investment tips, and insights into government banking careers in India, visit jobshikhar.in. This recruitment is a stepping stone to the best career in wealth management, combining job security with high-paying opportunities in wealth management services. Apply now and take charge of your future in private banking!
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