Union Bank SO Wealth Manager Syllabus 2025 PDF Download & Exam Pattern: Complete information regarding the Union Bank SO Wealth Manager Syllabus is provided in this article. Applied aspirants who are preparing for the Union Bank SO Wealth Manager Exam can download the complete syllabus available at the end of this page. Knowing the Union Bank SO Wealth Manager Syllabus helps the candidate to be clear in the Exam. And the candidates can easily gain a good score in the Exam by preparing with the Union Bank SO Wealth Manager Syllabus.
Besides, we also provided the Union Bank SO Wealth Manager Exam Pattern to know the format of the question paper. Applicants can start their preparation with the complete Union Bank SO Syllabus. We suggest all aspirants check the following sections to know the necessary details about the Union Bank SO Wealth Manager Syllabus. From a direct link, all candidates can download the Union Bank SO Syllabus PDF.
Union Bank SO Wealth Manager Syllabus 2025 – Overview
Union Bank SO Wealth Manager Syllabus & Exam Pattern | |
Name of the Organization | Union Bank of India (Union Bank) |
Name of the Post | Wealth Manager |
Category | Exam Syllabus |
Selection Process | Online Examination, Group Discussion, Personal Interview |
Job Location | Across India |
Official Site | unionbankofindia.co.in |
Union Bank SO Wealth Manager Exam Pattern 2025
Union Bank SO Wealth Manager Exam Pattern specifies the overview of the Question Paper. Union Bank SO Wealth Manager online examination will be divided into two parts. Part I for General Aptitude and Part II for Professional Knowledge. There is a penalty of 0.25 marks (25% of the question’s marks) for every incorrect answer marked in the online exam. Below is the detailed structure of the online test:
Union Bank Wealth Officer Exam Pattern | ||||
Part | Section | No of Qs. | Max Marks | Duration |
Part I | Quantitative Aptitude | 25 | 25 | 75 minutes |
Reasoning Ability | 25 | 25 | ||
English Language | 25 | 25 | ||
Part II | Professional Knowledge (relevant to the post) | 75 | 150 | 75 minutes |
Total | 150 | 225 | 150 minutes |
Union Bank SO Wealth Manager Exam Syllabus 2025 – Subject Wise
1. Quantitative Aptitude
This section tests the candidate’s numerical problem-solving ability and comfort with basic to moderate-level mathematics. Topics include:
- Number Series
- Simplification & Approximation
- Data Interpretation (Bar Graph, Pie Chart, Table, Line Graph)
- Profit and Loss
- Simple and Compound Interest
- Time, Speed and Distance
- Time and Work
- Ratio and Proportion
- Average
- Percentage
- Mixture and Alligation
- Quadratic Equations
- Permutation and Combination
- Probability
2. Reasoning Ability
This section evaluates logical reasoning and analytical thinking. Important topics include:
- Syllogism
- Coding-Decoding
- Puzzles (Seating Arrangement, Floor Puzzle, etc.)
- Inequality
- Input-Output
- Blood Relations
- Direction Sense
- Alphanumeric Series
- Statement and Assumptions
- Statement and Conclusion
- Order and Ranking
3. English Language
This section focuses on understanding grammar, vocabulary, and reading comprehension. Key areas include:
- Reading Comprehension
- Cloze Test
- Fill in the Blanks
- Sentence Rearrangement
- Error Spotting
- Sentence Improvement
- Synonyms and Antonyms
- Idioms and Phrases
- One Word Substitution
- Active and Passive Voice
4. Professional Knowledge (Relevant to the Post)
This section is critical for Wealth Officer roles and carries the highest weightage. It assesses the domain knowledge of the candidate related to:
- Financial Planning and Investment Advisory
- Mutual Funds and Portfolio Management
- Capital Markets and Securities
- Wealth Management Strategies
- Risk Profiling of Clients
- Retirement Planning
- Taxation Basics
- Insurance Products
- Asset Allocation and Rebalancing
- Banking Products and Services
- Regulatory Framework (SEBI, RBI, IRDAI Guidelines)
- Customer Relationship Management
- NISM/IRDAI Certifications-related concepts
Union Bank SO Wealth Manager Syllabus 2025 Download Link
Union Bank SO Wealth Manager Syllabus 2025 Important Link | |
To Download The Union Bank SO Wealth Manager Syllabus 2025 PDF | Download Syllabus |
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