Union Bank of India (UBI) is hiring Wealth Managers to support the growth of its wealth and investment advisory business. This role is ideal for customer-focused professionals who can manage high-value relationships, deliver tailored investment solutions, and consistently meet service and revenue goals.

Key Responsibilities

Manage and grow a portfolio of affluent/HNI clients through comprehensive wealth management and relationship strategies.
Conduct client profiling and needs analysis to recommend suitable investment and protection solutions.
Provide guidance across products such as mutual funds, insurance, deposits, bonds, and other approved investment offerings (as applicable).
Drive acquisition of new clients through referrals, branch leads, and targeted outreach.
Ensure high-quality service delivery, timely query resolution, and strong client retention.
Maintain accurate client documentation and ensure adherence to KYC/AML and other regulatory/compliance requirements.
Collaborate with internal stakeholders (branch teams, product specialists, operations, compliance) to deliver end-to-end client solutions.
Track portfolio performance, prepare client reviews, and present periodic updates and recommendations.
Meet business targets related to AUM, revenue, product penetration, and client engagement.

Requirements

Education: Graduate in any discipline from a recognized university.
Preferred Qualifications: MBA (Finance), CFA, or other relevant professional certifications may be preferred.
Age Limit (as per recruitment rules): 25 to 35 years (age relaxation as applicable).
Strong relationship management, communication, and consultative selling skills.
Working knowledge of financial products and suitability-based advisory practices.
Comfort with performance targets, client acquisition, and portfolio growth metrics.
Proficiency in basic digital tools and systems used for customer onboarding and service.
High standards of integrity, confidentiality, and compliance orientation.

Selection Process

Online Examination
Group Discussion (GD)
Screening of Applications
Personal Interview (PI)

Benefits

Opportunity to build a long-term career in wealth management within a leading public sector bank.
Structured exposure to investment and advisory solutions and a diverse client base.
Professional development through on-the-job learning and performance-driven growth opportunities.
Competitive compensation and benefits as per bank policy and applicable rules.

About the Company

Union Bank of India (UBI) is one of India’s prominent public sector banks, offering a wide range of banking and financial services. With a strong national presence and a commitment to customer-centric banking, UBI supports individuals and businesses through innovative products, trusted advisory, and robust service delivery.

Role Snapshot

Position: Wealth Manager
Total Openings: 250
Work Focus: Client relationship management, investment solutions, portfolio growth, and compliance