Wealth Manager

Job Type: Full Time

Experience: 2 Years

Type: Virtual Hiring

Last Date: 25-Aug-2025

Posted on: 05-Aug-2025

Salary per month: Rs. 64820 - Rs. 93960

Education: MBA/PGDM

Union Bank of India (herein after called “The Bank”), a leading listed Public Sector Bank having its Central Office in Mumbai and having Pan India, as well as, overseas presence, invites On-line Applications for recruitment to the following posts in Specialized Segment.

Wealth Manager MMGS – II

ELIGIBILITY CRITERIA: Application can be made only for the identified post and the applicants intending to apply should ensure that they fulfill the eligibility criteria specified herein below before applying.

Please note that the eligibility criteria specified herein are the basic criteria for applying for the posts. Candidates must necessarily produce the relevant documents in original and a photocopy in support of their identity and eligibility pertaining to category, nationality, age, educational qualifications, experience certificates etc. as indicated in the online application form at the time of interview and any subsequent stage of the recruitment process as required by the Bank. However, merely applying for / appearing for and/or qualifying at any stage of selection process for the post/s does not imply that a candidate will necessarily be eligible for employment / confer right on him / her for appointment in the Bank.

Please note that change of category will not be permitted at any stage after registration of the online application and the result will be processed considering the category which has been indicated in the online application, subject to guidelines of the Government of India/Bank in this regard. No request for considering the candidature under any category other than the one in which one has applied will be entertained.

Educational Qualifications: Full time 2-year degree/course in MBA/ MMS/ PGDBA/ PGDBM/PGPM/PGDM from a University /Institution/ recognized by Govt. of India/approved by Govt. Regulatory bodies The above-mentioned course/s i.e. MBA/MMS/PGDBA/PGDBM/PGPM/PGDM must be of full time 2 years degree.

Desirable Certifications: Certification in NISM / IRDAI / NCFM / AMFI

Work Experience : Minimum 3 Years Postqualification experience as Officer / Managerial role in Wealth Management with Public Banks / Private Banks / Foreign Banks / Broking Firms / Securities Firms / Asset Management Companies.

Key Responsible Area/Job Profile*: Single point of contact for all banking needs of HNI clients. Acquire, nurture & strengthen relationship with HNI clients. Selling range of Investment & Insurance products to clients. Focusing on increasing the Total Relationship Value (TRV) and Assets Under Management (AUM) of clients. Perform financial need analysis and risk profiling for all the HNI clients. Conducting periodic portfolio review of clients. Ensure 100% documentation of all transactions and execution of client instructions with minimum TAT. Conduct sessions for creating insurance and investment awareness among field functionaries / branches

BASIC PAY SCALE*: Rs.64820-2340/1-67160-2680/10-93960

No.of Posts: 250

Age : 25- 35yrs

Online Registration of applications and Payment of Fees: From 05/08/2025 to 25/08/2025

Note: This is an aggregated job, sharing with a motive to intimate relevant opportunities with job seekers. Hireclap is not responsible / authorized for this recruitment process.

How To Apply

Online Registration of applications and Payment of Fees: From 05/08/2025 to 25/08/2025

Click Here For Job Details & Apply Online