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Combo - 2 (English)
1. Online Mock Test Series in English = 13 Tests.
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4. 1500 (+) Current Affairs MCQ with Answer PDF in English.
5. 1000 (+) GK MCQ with Answer PDF Book in English.
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Combo Package

Union Bank Wealth Manager SO
Combo - 3 (English)
1. Online Mock Test Series in English = 13 Tests.
2. Question Bank - 2000 Questions with Answer.
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5. 1500 (+) Current Affairs MCQ with Answer PDF in English.
6. 1000 (+) GK MCQ with Answer PDF Book in English.
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Union Bank Wealth Manager SO Syllabus 2026, Exam Pattern, Exam Date 2026
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Union Bank Wealth Manager SO Syllabus 2026, Exam Pattern, Exam Date 2026
Detail Information about Union Bank has published notification 2026 for the recruitment of Wealth Manager SO vacancies. Those Candidates who are Interested to the following vacancy and completed all Eligibility Criteria can read the Notification & Apply Online. In this page we provide the Complete Syllabus of this Recruitment with Latest Update Exam Pattern and the Exam Date also.
Union Bank Wealth Manager SO Syllabus 2026 - Overview
| Recruitment Organization | Union Bank of India (UBI) |
| Post Name | Specialist Officer (Wealth Manager) |
| Total Vacancy | Notified Soon |
| Application Mode | Online |
| Category | Syllabus and Exam Pattern |
| Official Website | unionbankofindia.co.in |
Union Bank Wealth Manager SO Syllabus 2026
1. Reasoning Ability :
1. Analogy
2. Logical Venn Diagrams
3. Inserting the Missing Character
4. Alphabet Test
5. Mathematical Operations
6. Logic
7. Series Completion
8. Theme Detection
9. Clocks & Calendars
10. Direction Sense Test
11. Arithmetical Reasoning
12. Alpha-Numeric Sequence Puzzle
13. Logical Sequence of Words
14. Eligibility Test
15. Data Sufficiency
16. Deriving Conclusions from Passages
17. Statement – Conclusions
18. Coding-Decoding
19. Number, Ranking & Time Sequence
20. Statement – Arguments
21. Situation Reaction Test
2. Quantitative Aptitude :
1. Problems on Trains
2. Probability
3. Permutations and Combinations
4. Simplification and Approximation
5. Numbers and Ages
6. Mensuration
7. Mixtures and Allegations
8. Indices and Surds
9. Time and Work Partnership
10. Ratio and Proportion
11. Simple Equations
12. Quadratic Equations
13. Simple & Compound Interest
14. Profit and Loss
15. LCM and HCF
16. Races and Games
17. Time and Distance
18. Areas
19. Percentages
20. Averages
21. Boats and Streams
22. Pipes and Cisterns
3. English Language :
1. Grammar
2. Vocabulary
3. Comprehension
4. Synonyms & Antonyms
5. Error Correction
6. Fill in the Blanks
7. Sentence Rearrangement
8. Idioms & Phrases
9. Sentence Construction
10. One Phrase Substitutions
11. Shuffling of Sentence Elements
11. Unseen Passages
4. Professional Knowledge :
1. Basics of Wealth Management and Financial Planning
2. Investment Products – Mutual Funds, Bonds, Equities, Insurance
3. Portfolio Management & Asset Allocation
4. Client Risk Profiling and Goal-based Planning
5. Taxation (Income Tax basics, Capital Gains, Tax-saving instruments)
6. Retirement and Estate Planning
7. Regulatory Bodies and Guidelines – SEBI, AMFI, RBI
8. Financial Market Instruments and Services
9. Client Relationship Management & Ethics in Wealth Advisory
10. Recent trends in Digital Wealth Management and Robo-Advisory
1. Analogy
2. Logical Venn Diagrams
3. Inserting the Missing Character
4. Alphabet Test
5. Mathematical Operations
6. Logic
7. Series Completion
8. Theme Detection
9. Clocks & Calendars
10. Direction Sense Test
11. Arithmetical Reasoning
12. Alpha-Numeric Sequence Puzzle
13. Logical Sequence of Words
14. Eligibility Test
15. Data Sufficiency
16. Deriving Conclusions from Passages
17. Statement – Conclusions
18. Coding-Decoding
19. Number, Ranking & Time Sequence
20. Statement – Arguments
21. Situation Reaction Test
2. Quantitative Aptitude :
1. Problems on Trains
2. Probability
3. Permutations and Combinations
4. Simplification and Approximation
5. Numbers and Ages
6. Mensuration
7. Mixtures and Allegations
8. Indices and Surds
9. Time and Work Partnership
10. Ratio and Proportion
11. Simple Equations
12. Quadratic Equations
13. Simple & Compound Interest
14. Profit and Loss
15. LCM and HCF
16. Races and Games
17. Time and Distance
18. Areas
19. Percentages
20. Averages
21. Boats and Streams
22. Pipes and Cisterns
3. English Language :
1. Grammar
2. Vocabulary
3. Comprehension
4. Synonyms & Antonyms
5. Error Correction
6. Fill in the Blanks
7. Sentence Rearrangement
8. Idioms & Phrases
9. Sentence Construction
10. One Phrase Substitutions
11. Shuffling of Sentence Elements
11. Unseen Passages
4. Professional Knowledge :
1. Basics of Wealth Management and Financial Planning
2. Investment Products – Mutual Funds, Bonds, Equities, Insurance
3. Portfolio Management & Asset Allocation
4. Client Risk Profiling and Goal-based Planning
5. Taxation (Income Tax basics, Capital Gains, Tax-saving instruments)
6. Retirement and Estate Planning
7. Regulatory Bodies and Guidelines – SEBI, AMFI, RBI
8. Financial Market Instruments and Services
9. Client Relationship Management & Ethics in Wealth Advisory
10. Recent trends in Digital Wealth Management and Robo-Advisory
Union Bank Wealth Manager SO Exam Pattern 2026
Duration : 150 Minutes
Negative Marking : 0.25
Negative Marking : 0.25
| S.No | Subject | No.of Question | Marks |
| 1 | Quantitative Aptitude | 25 | 25 |
| 2 | Reasoning Ability | 25 | 25 |
| 3 | English | 25 | 25 |
| 4 | Professional Knowledge | 75 | 150 |
| Total | 150 | 225 |
Exam Date 2026 : Notified Soon
Starting Date of Application Form : Notified Soon
Last Date of Application Form : Notified Soon
FAQs
Union Bank Wealth Manager So 2026 Exam Syllabus Frequently Asked Questions (FAQ's)
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In this article Page, we have provided the required syllabus of the Union Bank Wealth Manager SO exam.
Being familiar with Union Bank Wealth Manager SO Exam Pattern will help you understand the types of questions asked, difficulty level of the exam and important topics that require your keen attention. It will also acquaint you with the marking scheme and time allotted to each Topics.
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Union Bank Wealth Manager SO exam is not tough but it depends on your preparation. The candidates find the Subject not challenging. The dedicated preparation in the right direction will undoubtedly take you towards the goal.
The candidates must be well versed and acquainted with the syllabus and the exam pattern. Select the areas where improvement is required and schedule your preparation accordingly. To ace this exam, the applicants ought to maintain speed with high accuracy. Practicing previous years question papers will help you understand the exam pattern and the level of difficulty of the exam. You need to hone your strengths and improve upon your weaknesses. Toppersexam.com will aid you through the preparation and drive you to success. At Toppersexam.com, you can practice a complete set of test series along with a free Union Bank Wealth Manager SO mock test designed by our expert faculty.
The syllabus of Union Bank Wealth Manager SO Exam includes all topics that are important for the exam and are necessary for thorough preparation. Toppersexam provides a complete and updated syllabus with a detailed topic-wise breakdown.
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Yes, Union Bank Wealth Manager SO Exam has a topic-wise syllabus that includes all relevant subtopics. Toppersexam provides the detailed breakdown, helping candidates focus on high-weightage areas and avoid missing important sections.
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The Union Bank Wealth Manager SO Exam pattern includes details like the number of sections, total questions, marks distribution, and exam duration. Toppersexam provides a comprehensive guide on exam format, marking scheme, and question types.
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Yes, questions are divided section-wise. Toppersexam provides a clear guide on how many questions are asked per section and their difficulty level for effective preparation.
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Start by dividing the syllabus into sections and prioritizing high-weightage topics. Toppersexam provides a preparation strategy, along with topic-wise tips and sample questions to make syllabus analysis easier.
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