The Union Bank of India has released the recruitment notification for 250 Specialist Officer (SO) Wealth Manager posts in 2025. This is a great opportunity for candidates with experience in finance, investment advisory, and wealth management. To do well in the exam, it’s important to understand the exam pattern and syllabus clearly. The selection process includes an online written exam, followed by an interview and/or group discussion.
Union Bank SO Wealth Manager Selection Process 2025
The selection process for Union Bank SO Wealth Manager 2025 may include Online Examination, Group Discussion, Screening of Applications, and/or Personal Interview, depending on the number of applicants and eligible candidates. The Bank decides whether to use all or only some of these stages for selecting candidates for the post.
Union Bank SO Wealth Manager Syllabus 2025
The syllabus for Union Bank SO Wealth Manager includes four main sections – English Language, Reasoning Ability, Quantitative Aptitude, and Professional Knowledge. The first three sections test your basic skills in language, logical thinking, and maths. The Professional Knowledge section is the most important and checks your understanding of wealth management, including investment products, financial planning, portfolio handling, and related banking rules. Knowing the full syllabus helps you focus on the right topics during your preparation.
Union Bank Wealth Manager Exam Pattern 2025
The Union Bank SO Wealth Manager exam consists of two parts: General Aptitude and Professional Knowledge. Part I tests basic skills in reasoning, maths, and English, while Part II focuses on domain-specific knowledge in wealth management. The exam is held online for a total of 150 minutes and carries 225 marks. There is negative marking of 0.25 marks for every wrong answer.
- Total Questions: 150
- Total Marks: 225
- Duration: 150 Minutes
- Negative Marking: 0.25 marks for each incorrect answer
- Medium: Bilingual (English & Hindi) except English section
| Part | Section | No. of Questions | Marks | Duration |
| Part I | Quantitative Aptitude | 25 | 25 | |
| Reasoning Ability | 25 | 25 | 75 Minutes (Part I) | |
| English Language | 25 | 25 | ||
| Part II | Professional Knowledge (Wealth Mgmt.) | 75 | 150 | 75 Minutes (Part II) |
| Total | 150 | 225 | 150 Minutes |
Union Bank of India SO Wealth Manager Syllabus
The Union Bank Wealth Manager (Specialist Officer) syllabus is divided into four sections: Reasoning, Quantitative Aptitude, English Language, and Professional Knowledge. Below is the detailed syllabus for each subject.
1. Reasoning Ability
This section assesses logical thinking and problem-solving skills through 25 questions in the online exam.
- Direction Sense Test
- Arithmetical Reasoning
- Alpha-Numeric Sequence Puzzle
- Logical Sequence of Words
- Eligibility Test
- Data Sufficiency
- Logical Venn Diagrams
- Inserting the Missing Character
- Alphabet Test
- Mathematical Operations
- Logic
- Series Completion
- Theme Detection
- Analogy
- Clocks & Calendars
- Deriving Conclusions from Passages
- Statement – Conclusions
- Coding-Decoding
- Number, Ranking & Time Sequence
- Statement – Arguments
- Situation Reaction Test
2. Quantitative Aptitude
This is a time-intensive section testing numerical and analytical skills.
- Problems on Trains
- Probability
- Permutations and Combinations
- Simplification and Approximation
- Numbers and Ages
- Mensuration
- Mixtures and Allegations
- Indices and Surds
- Time and Work Partnership
- Ratio and Proportion
- Simple Equations
- Quadratic Equations
- Simple & Compound Interest
- Profit and Loss
- LCM and HCF
- Races and Games
- Time and Distance
- Areas
- Percentages
- Averages
- Boats and Streams
- Pipes and Cisterns
3. English Language
This section evaluates candidates’ proficiency in written and verbal English.
- Grammar
- Vocabulary
- Comprehension
- Synonyms & Antonyms
- Error Correction
- Fill in the Blanks
- Sentence Rearrangement
- Idioms & Phrases
- Sentence Construction
- One Phrase Substitutions
- Shuffling of Sentence Elements
- Unseen Passages
4. Professional Knowledge (Domain-Specific)
The Professional Knowledge section for the Wealth Manager post is expected to be based on graduation-level subjects related to finance and investment, as well as the candidate’s experience and understanding of the wealth management domain. This section tests your practical and theoretical knowledge relevant to the role. While the exact syllabus is not officially specified, based on past trends, the expected topics include:
- Basics of Wealth Management and Financial Planning
- Investment Products – Mutual Funds, Bonds, Equities, Insurance
- Portfolio Management & Asset Allocation
- Client Risk Profiling and Goal-based Planning
- Taxation (Income Tax basics, Capital Gains, Tax-saving instruments)
- Retirement and Estate Planning
- Regulatory Bodies and Guidelines – SEBI, AMFI, RBI
- Financial Market Instruments and Services
- Client Relationship Management & Ethics in Wealth Advisory
- Recent trends in Digital Wealth Management and Robo-Advisory
FAQs
Answer: The Union Bank of India SO syllabus includes four major sections: English Language, Reasoning, Quantitative Aptitude, and Professional Knowledge. The Professional Knowledge section is specific to the post applied for.
Answer: The Union Bank SO exam consists of 150 multiple-choice questions. The total marks are 225, with a negative marking of 0.25 marks for every incorrect answer.
Answer: The selection process includes an online exam, followed by a personal interview and/or group discussion (GD). Final selection is based on merit, depending on the stages conducted.
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