Union Bank of India (UBI) has announced the latest official notification for the recruitment of 250 Specialist Officer (SO) posts under the role of Wealth Manager. Interested and eligible candidates can apply online for the UBI SO Recruitment 2025 from 05 August 2025 to 25 August 2025.
UBI SO Recruitment 2025 Details
Wealth Manager (Specialist Officer)
No. of posts: 250 [SC: 37, ST: 18, OBC: 67, EWS: 25 & UR: 103]
Qualification: Full-time 2-year MBA/MMS/PGDBA/PGDBM/PGPM/PGDM from a Govt.-recognized institute, with desirable certifications in NISM, IRDAI, NCFM, or AMFI.
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, or asset management companies.
Key Responsibility: -
# Act as the single point of contact for all banking needs of HNI clients
# Acquire, build, and maintain strong relationships with HNI customers
# Sell a wide range of investment and insurance products
# Increase Total Relationship Value (TRV) and Assets Under Management (AUM)
# Perform financial need analysis and risk profiling
# Conduct regular portfolio reviews for clients
# Ensure timely and accurate documentation and transaction execution
# Organize awareness sessions on investment and insurance for branches/field staff
Salary: Rs.64820-2340/1-67160-2680/10-93960.
Age limit: 25-35 years as on 01.08.2025.
Application Fee of UBI SO Recruitment 2025
|
Category |
Fees (Incl. GST) |
Remarks |
|
SC/ST/PwBD |
₹177 |
Non-refundable |
|
All Other Categories |
₹1180 |
Non-refundable |
|
Note: |
Bank/payment gateway charges to be borne by the candidate |
|
Important Dates of UBI SO Recruitment 2025
|
Date of Notification |
05.08.2025 |
|
Start Date to Apply |
05.08.2025 |
|
Last Date to Apply |
25.08.2025 |
|
Last Date for Printout Form |
09.09.2025 |
How to Apply for UBI SO Recruitment 2025?
# Visit [unionbankofindia.co.in] → Go to Recruitments → Click Apply Online.
# Register with name, email & phone → Note Reg. No. & Password.
# Fill form & upload photo, signature, thumb impression.
# Preview details → Click Complete Registration.
# Pay the fee → Click Submit to finish application.
Important Web-Links for UBI SO Recruitment 2025
|
Online Application |
|
|
Detailed Advertisement |
|
|
Official Website |
Exam Syllabus for UBI Wealth Manager (SO)
|
Part |
Name of the Test |
No. of Q. |
Max. M |
Duration |
|
Part I |
Quantitative Aptitude |
25 |
25 |
75 Minutes |
|
Reasoning |
25 |
25 |
||
|
English Language |
25 |
25 |
||
|
Part II |
Professional Knowledge (Relevant Post) |
75 |
150 |
75 Minutes |
|
Total |
150 |
225 |
150 Minutes |
|
