SBI Wealth Management Recruitment 2025 – 103 Vacancies
State Bank of India has released its official SBI Wealth Management Recruitment 2025 notification (CRPD/SCO/2025-26/15) for Specialist Cadre Officers on a contract basis. The official PDF confirms 103 vacancies, a performance-linked CTC structure, online application process, and a contract tenure of 5 years which may be extended up to 4 additional years based on performance and organizational requirements.
This recruitment offers a strong opportunity for experienced professionals in wealth management, investment advisory, and private banking to join India’s largest public sector bank. The roles provide high annual CTC packages, leadership positions, and opportunities to work in investment management and client advisory services within the banking sector.
Overview SBI Wealth Management Recruitment 2025
SBI Wealth Management Recruitment 2025 notification outlines the basic details of the hiring process for Specialist Cadre Officers in the Wealth Management segment. This overview helps candidates quickly understand the organization, vacancy details, contract tenure, and application mode before proceeding with the full notification.
• Organization: State Bank of India (SBI)
• Recruitment Type: Specialist Cadre Officers – Wealth Management
• Notification Number: CRPD/SCO/2025-26/15
• Total Vacancies: 103 posts
• Contract Tenure: 5 years (extendable up to 4 additional years)
• Job Category: Contract-based recruitment
• Application Mode: Online application
This overview section gives applicants a quick snapshot of the recruitment structure, allowing them to verify the official notification number, vacancy count, and contract duration before checking eligibility, salary details, and the selection process.
Vacancy Details SBI Wealth Management Jobs 2025
SBI Wealth Management Jobs 2025 include 103 openings under the Specialist Cadre Officer – Wealth Management segment. These positions are spread across investment advisory, leadership, research support, and client relationship roles, supporting the bank’s expanding wealth management services.
The distribution shows that the highest number of openings are for Investment Officer and Investment Specialist roles, highlighting a stronger focus on portfolio advisory, investment planning, and wealth management services for clients.
| Post Name | Vacancies |
|---|---|
| Head (Product, Investment & Research) | 1 |
| Zonal Head (Retail) | 4 |
| Regional Head | 7 |
| Relationship Manager – Team Lead | 19 |
| Investment Specialist | 22 |
| Investment Officer | 46 |
| Project Development Manager (Business) | 2 |
| Central Research Team (Support) | 2 |
| Total | 103 |
Important Links SBI Wealth Management Recruitment 2025
| Description | Link |
|---|---|
| Apply Online | Apply Here |
| Official Notification | Download Here |
| Official Website | SBI website |
Salary & Annual CTC SBI Wealth Management Posts
SBI Wealth Management Jobs 2025 offer an attractive Annual CTC structure that includes fixed pay, allowances, and performance-linked incentives. The compensation varies depending on the role, seniority level, and professional experience of the selected candidates.
The salary structure highlights that senior leadership roles such as Head (Product, Investment & Research) and Zonal Head positions receive the highest CTC packages, while other roles include performance-based incentives linked to individual and business performance.
| Post Name | Fixed Pay (₹ in Lakhs) | Allowances | Performance Pay |
|---|---|---|---|
| Head (Product, Investment & Research) | 99.62 | 0.38 Lakhs | 35% of Fixed Pay |
| Zonal Head (Retail) | 66.00 | 1.10 Lakhs | 45% of Fixed Pay |
| Regional Head | 45.00 | 1.10 Lakhs | 45% of Fixed Pay |
| Relationship Manager – Team Lead | 35.00 | 1.04 Lakhs | 45% of Fixed Pay |
| Investment Specialist | 30.00 | 0.92 Lakhs | 45% of Fixed Pay |
| Investment Officer | 18.00 | 0.92 Lakhs | 45% of Fixed Pay |
| Project Development Manager (Business) | 22.00 | 0.32 Lakhs | 35% of Fixed Pay |
| Central Research Team (Support) | 15.00 | 0.32 Lakhs | 35% of Fixed Pay |
SBI Wealth Management Recruitment Eligibility Criteria
To apply for SBI Wealth Management Recruitment 2025, candidates must match the required educational qualification and relevant work experience as on 01 May 2025. Each role demands specific expertise in finance, wealth advisory, relationship management or investment services.
Head (Product, Investment & Research)
Qualification: Graduation / Post Graduation from a Government recognized University/Institution
Experience: Minimum 15 years of relevant experience in financial services, financial product development, investment advisory, and private banking
Out of the total experience, at least 8 years must be in Wealth Management
Zonal Head (Retail)
Qualification: Graduation from a Government recognized University/Institution
Experience: Minimum 15 years in Wealth Management / Retail Banking / AMCs
Must have minimum 5 years of experience leading a large team
Regional Head
Qualification: Graduation from a Government recognized University/Institution
Experience: Minimum 12+ years in relationship management (preferably in Wealth Management)
Must have 5+ years of experience in leading a large team
Relationship Manager – Team Lead
Qualification: Graduation from a Government recognized University/Institution
Experience: Minimum 8 years of post-qualification experience in relationship management, preferably in Wealth Management with leading Banks/Broking firms/AMCs
Experience as a Team Lead is preferred
Investment Specialist
Qualification: PG Degree or PG Diploma in Finance/Accountancy/Business Management/Commerce/Economics/Capital Markets/Banking/Insurance/Actuarial Science or CA/CFA
Experience: Minimum 6 years of post-qualification experience as investment advisor/counsellor/officer in Wealth Management Firms or AMCs
Investment Officer
Qualification: PG Degree or PG Diploma in Finance/Accountancy/Business Management/Commerce/Economics/Capital Markets/Banking/Insurance/Actuarial Science or CA/CFA
Experience: Minimum 4 years of post-qualification experience as investment advisor/counsellor/officer in Wealth Management Firms or AMCs
Project Development Manager (Business)
Qualification: MBA / PGDM from a Government recognized University/Institution
Experience: Minimum 5 years of post-qualification experience in a Bank/Wealth Management firm/Broking firm
Central Research Team (Support)
Qualification: Graduate in Commerce/Finance/Economics/Management/Mathematics/Statistics
Experience: Minimum 3 years of experience in financial services, supporting Research/Publications/MIS departments
Age Limit
Post-wise age limits are mentioned in the notification
Age relaxation for SC/ST/OBC/PwBD as per Government of India rules
These eligibility requirements ensure that applicants possess the professional expertise, financial domain knowledge, and leadership experience required for wealth management and investment advisory roles within the banking sector.
Selection Process For SBI Wealth Management Specialist Cadre Officers
Selection process for SBI Wealth Management Specialist Cadre Officer posts focuses on evaluating candidates based on their professional background, domain knowledge, and interview performance. There is no written examination, and candidates are shortlisted based on eligibility and experience before proceeding to the interview stage.
Shortlisting
• Meeting the minimum eligibility criteria does not guarantee an interview call
• The bank’s selection committee will set shortlisting parameters based on qualifications and experience
• Only suitable applicants will be invited for the next stage
• The decision taken by the bank will be final
Interview
• The interview may be conducted in person, through phone, or via video conferencing
• The interview carries a total of 100 marks
• Minimum qualifying marks will be decided by the bank
CTC Negotiation
• Salary and compensation discussions will be conducted individually with selected candidates
• Negotiation may take place during or after the interview stage depending on the role
Final Merit List
• The final merit list will be prepared based on interview performance
• Candidates will be ranked in descending order of interview marks
• If two candidates secure the same marks, the older candidate will be placed higher in the merit list
This selection structure mainly evaluates professional expertise, leadership ability, and experience in wealth advisory and financial services roles.
Important Dates SBI Wealth Management
Candidates planning to apply for SBI Wealth Management Jobs 2025 should keep track of the key application timeline. Submitting the application within the specified period is essential to avoid missing the opportunity.
Key Dates
• Application Start Date: 27 October 2025
• Application End Date: 17 November 2025
Applicants are advised to complete the online application process well before the closing date to avoid last-minute technical issues or heavy website traffic.
How to Apply for SBI Wealth Management Vacancy
The application process for SBI Wealth Management posts is conducted entirely through online mode. Candidates should carefully verify their personal details, qualifications, and experience information before submitting the form to avoid errors during the application process.
• Visit the official application portal of State Bank of India
• Register using a valid mobile number and email ID
• Fill in personal, educational, and professional experience details carefully
• Upload required documents in the prescribed size and format
• Pay the application fee through online payment mode
• Submit the application form and keep a printout or soft copy for future reference
Applicants should ensure that all details and documents are correct before final submission, as incomplete or incorrect information may lead to rejection of the application during verification.
Application Fee SBI Wealth Management
Candidates submitting the online application for SBI Wealth Management posts are required to pay a non-refundable application fee during the form submission process. The fee payment must be completed through online payment methods, while candidates belonging to reserved categories are fully exempted from paying the fee.
| Category | Fee |
|---|---|
| UR / EWS / OBC | ₹750/- |
| SC / ST / PwBD | No Fee |
Applicants should ensure the successful completion of the online payment before submitting the form, as applications without the required fee (for applicable categories) may not be considered.
Check and apply govt jobs 2025
Why Consider SBI Wealth Management Jobs
SBI Wealth Management roles provide an opportunity to work with one of India’s largest and most trusted banking institutions while handling high-value client portfolios and investment services. These positions are designed for professionals who want to build a strong career in wealth advisory, investment planning, and financial relationship management.
Final Word SBI Wealth Management Contract Roles
Working in the wealth management segment allows candidates to gain exposure to portfolio strategy, financial product advisory, and client investment planning. With competitive annual CTC packages, performance-based incentives, and senior-level responsibilities, these roles offer strong career growth for professionals with experience in banking, financial services, and asset management.