UBI has invited online applications for the recruitment of 250 Wealth Manager (SO) Posts 2025.
Organization
Union Bank of India – UBI
Post Name
- Wealth Manager (SO)
Total No. of Posts
There is total 250 vacancies.
Eligibility Criteria
| Category | Details |
|---|---|
| Educational Qualification | Full-time 2-year degree/course in: – MBA – MMS – PGDBA – PGDBM – PGPM – PGDM From a University/Institution recognized by Govt. of India or approved by Govt. Regulatory bodies. |
| Important Note | The above-mentioned courses must be full-time 2-year programs. |
| Desirable Certifications | – NISM – IRDAI – NCFM – AMFI |
| Work Experience | Minimum 3 years post-qualification experience in Officer/Managerial role in Wealth Management with: – Public Banks – Private Banks – Foreign Banks – Broking Firms – Securities Firms – Asset Management Companies |
| Key Responsibilities | – Act as single point of contact for HNI clients’ banking needs – Acquire, nurture & strengthen HNI client relationships – Sell investment & insurance products – Increase Total Relationship Value (TRV) and Assets Under Management (AUM) – Perform financial need analysis and risk profiling – Conduct periodic portfolio reviews – Ensure complete documentation and fast execution of client instructions – Organize sessions to raise awareness on insurance & investments among field staff/branches |
Job Location
India.
Application Fee
| Category | Fee (₹, incl. GST) |
|---|---|
| SC/ST/PwBD | 177 |
| Others | 1180 |
Age Limit
- Minimum Age Limit: 25 Years
- Maximum Age Limit: 35 Years
- Age relaxation is admissible as per rules
How to Apply?
Mode of application: Online.
Selection Process
- Written examination.
- Interview
- Merit.
Important Dates
- Starting date for online application: 05/08/2025
- Last date for online application: 25/08/2025
Salary
₹64,820 – ₹93,960 + Allowances per month.
Important Links
- Job Advertisement: Click Here
- Apply Online on IBPS official website: Click Here