Union Bank of India is hiring experienced professionals for the role of Wealth Manager (Specialist Officer). This position is designed for client-focused wealth professionals who can deliver holistic financial solutions, build long-term relationships, and drive portfolio growth while maintaining strong compliance and service standards.

Responsibilities

Manage and grow a portfolio of affluent and high-net-worth clients through proactive relationship management.
Conduct detailed client profiling, risk assessment, and financial need analysis to recommend suitable investment strategies.
Offer advisory and distribution support across wealth products such as mutual funds, insurance, bonds, PMS/AIF (as applicable), and other bank-approved investment solutions.
Drive acquisition of new clients through referrals, networking, and branch/channel collaboration.
Prepare and present portfolio reviews, performance updates, and market insights to clients.
Ensure adherence to internal policies, regulatory requirements, KYC/AML norms, and suitability guidelines.
Coordinate with internal stakeholders (branch teams, operations, compliance, product teams) to ensure seamless client servicing.
Support periodic reporting, documentation, and audit requirements related to wealth management activities.

Requirements

Education: MBA, MMS, PGDBA, PGPM, or PGDM from a recognized institution.
Experience: Minimum 3 years of relevant work experience in wealth management, relationship management, investment advisory, or financial product sales.
Age: 25 to 35 years (age relaxation as per Union Bank of India rules).
Strong knowledge of investment products, client suitability, and portfolio construction fundamentals.
Excellent communication and presentation skills with the ability to explain financial concepts clearly.
Client-first mindset with a proven ability to build trust and long-term relationships.
Comfortable working with targets, performance metrics, and cross-functional teams.
High integrity and commitment to compliance, confidentiality, and ethical conduct.

Selection Process

Written Examination
Interview
Document Verification
Medical Examination

Benefits

Opportunity to build a long-term career with a leading public sector bank.
Structured role with exposure to diverse wealth products and client segments.
Professional development through internal processes, performance-based growth, and learning opportunities.
Competitive compensation and benefits as per bank policy for Specialist Officer roles.
Work environment focused on governance, compliance, and customer trust.

About the Company

Union Bank of India is one of India’s prominent public sector banks, serving millions of customers through a wide network of branches and digital channels. The bank offers a broad range of retail, corporate, and wealth solutions with a strong emphasis on customer service, transparency, and regulatory compliance.

Role Snapshot

Position: Wealth Manager (Specialist Officer)
Total Openings: 250
Application Window (as per notification): August 2025
Exam/Assessment Mode: Written exam followed by interview and verifications

Note: Final role details, posting location, compensation structure, and applicable policies will be governed by Union Bank of India’s official recruitment notification and internal guidelines.