SBI Wealth Management Recruitment 2026: State Bank of India (SBI) has released a recruitment notification for Specialist Cadre Officers on Contract Basis under its Wealth Management business. The recruitment is being conducted for experienced professionals for posts such as Zonal Head, Regional Head, Relationship Manager-Team Lead, Investment Specialist, Investment Officer, VP Wealth and AVP Wealth.

A total of 207 vacancies have been announced. Eligible Indian citizens can submit their applications online through the SBI Careers website. The online registration and fee payment process will remain open from 04 September 2026 to 25 September 2026.

This recruitment is particularly suitable for candidates having professional experience in Wealth Management, Retail Banking, Asset Management Companies (AMCs), Investment Advisory, Sales, Marketing and Relationship Management.

Interested candidates must apply offline before the last date. This is a great opportunity for candidates looking for 10th pass government jobs in Assam.

SBI Wealth Management Recruitment 2026 – Overview

SBI has invited online applications from eligible Indian citizens and candidates are required to ensure that they fulfil the prescribed eligibility criteria before submitting their applications.

SBI Wealth Management Vacancy 2026

The post-wise vacancy details and age limits are given below:

The age will be calculated as on 31 August 2026. Relaxation in the upper age limit for reserved category candidates will be applicable as per Government of India guidelines wherever applicable.

Circle-Wise Vacancies

The vacancies for Relationship Manager-Team Lead, Investment Specialist, Investment Officer, VP Wealth and AVP Wealth are distributed among different SBI Circles.

The notification includes circles such as Amaravati, Bengaluru, Bhopal, Bhubaneswar, Chandigarh, Chennai, Gandhinagar, Guwahati, Hyderabad, Jaipur, Kolkata, Lucknow, Maharashtra, Mumbai Metro, New Delhi, Patna and Thiruvananthapuram. The total vacancies under these five posts are 24, 9, 4, 91 and 73 respectively.

Candidates applying for these five posts must provide preferences for three different Circles in the online application. Candidates cannot repeat the same Circle, and requests for changing the Circle preference later will not be entertained.

SBI Wealth Management Salary 2026

One of the major attractions of this recruitment is the high annual CTC. Depending on the post, the upper CTC range is between ₹27.10 lakh and ₹97 lakh per annum. The actual CTC is negotiable and may depend on the candidate’s experience, current emoluments and place of posting.

The remuneration structure includes fixed pay, conveyance/mobile/medical allowances and Performance Linked Pay. For the listed posts, Performance Linked Pay can be up to 45% of Fixed Pay, subject to the Bank’s policy and performance.

Educational Qualification

The educational qualification varies according to the post.

For Zonal Head, Regional Head, Relationship Manager-Team Lead, VP Wealth and AVP Wealth, the minimum qualification is generally Graduation from a Government-recognised University or Institution. Qualifications such as MBA in Banking/Finance/Marketing and certifications including CFP, CFA and NISM are preferred for several posts.

For Investment Specialist and Investment Officer, candidates must have a professional qualification such as a PG Degree or PG Diploma in Finance, Accountancy, Business Management, Commerce, Economics, Capital Markets, Banking, Insurance or Actuarial Science from a recognised institution, or CA/CFA qualification.

Experience Required

This is an experienced-professional recruitment, and the required experience depends on the post.

Zonal Head (Retail): Minimum 15 years of experience in managing sales in Wealth Management, Retail Banking or AMCs, including at least 5 years of experience in leading a large team of Relationship Managers and Team Leads.

Regional Head: Minimum 12+ years of experience in relationship management, preferably in Wealth Management, along with 5+ years of experience in leading a large team.

Relationship Manager-Team Lead: Minimum 8 years of experience in relationship management, preferably in Wealth Management.

Investment Specialist: Minimum 6 years of post-qualification experience as an investment advisor, counsellor, officer or part of a product team in Wealth Management Firms/AMCs.

Investment Officer: Minimum 4 years of relevant post-qualification experience in investment advisory, counselling, officer or product-team roles in Wealth Management Firms/AMCs.

VP Wealth: Candidates require 6 years of sales and marketing experience with leading Public/Private/Foreign Banks, Wealth Management Firms or AMCs. Relevant Relationship Manager or similar Wealth Management experience is preferred.

AVP Wealth: Minimum 3 years of sales and marketing experience with relevant banks, Wealth Management Firms, AMCs or specified SBI Wealth CRE experience. Relationship Manager or similar Wealth Management experience is preferred.

Candidates should note that teaching and training experience will not be counted for eligibility. Experience of less than six months in any organisation will also not be considered for eligibility.

Job Profile and Responsibilities

The selected candidates will be responsible for various Wealth Management activities, including acquiring and managing affluent, HNI and UHNI customers, strengthening customer relationships, increasing Assets Under Management (AUM), cross-selling investment and insurance products and conducting portfolio reviews.

For Investment Specialist and Investment Officer positions, responsibilities include researching investment opportunities, assisting Wealth Managers, preparing investment presentations, supporting asset allocation and helping clients understand investment products and strategies.

VP Wealth and AVP Wealth professionals will focus on acquiring HNI/Affluent clients, managing client portfolios, conducting financial needs analysis and risk profiling, portfolio reviews and selling suitable investment, insurance and other wealth products.

Selection Process SBI Wealth Management Recruitment 2026

The SBI Wealth Management Recruitment 2026 selection process will consist of:

1. Shortlisting
2. Personal/Telephonic/Video Interview
3. CTC Negotiation
4. Final Merit List

Merely fulfilling the minimum educational and experience requirements does not guarantee an interview call. SBI’s shortlisting committee will determine the candidates to be called for the next stage.

The interview will carry 100 marks, with qualifying marks decided by SBI. The final merit list will be prepared in descending order based on interview scores. CTC negotiation will be conducted separately with candidates during or after the interview process.

Application Fee

The application fee and intimation charges are:

• UR/EWS/OBC: ₹750
• SC/ST/PwBD: No Fee

The fee is non-refundable and must be paid online through the payment gateway provided in the application portal.

Documents Required

Candidates should keep the required documents ready before applying. These include:

• Recent Photograph
• Signature
• Brief Resume
• ID Proof
• PAN Card
• Educational Certificates/Mark Sheets
• Experience Certificates
• Form-16/Offer Letter/Latest Salary Slip
• PwBD Certificate, if applicable
• No Objection Certificate (NOC), if applicable
• Bio-data and CTC Format

The notification specifies that documents should generally be uploaded in PDF format, while photograph and signature are required in the specified image formats and sizes.

How to Apply for SBI Wealth Management Recruitment 2026?

Eligible candidates can apply online by visiting the SBI Careers website. Candidates should complete the registration, enter their personal and professional details carefully, upload the required documents, pay the applicable application fee and submit the application form.

After successful submission, candidates should download or print the system-generated application form and payment receipt for future reference. SBI also advises candidates not to wait until the last date because website or internet-related issues may affect the submission process.

Important Dates SBI Wealth Management Recruitment 2026

• Online Application Start Date: 04 September 2026
• Last Date to Apply: 25 September 2026
• Last Date for Fee Payment: 25 September 2026

Important Link

Official SBI Careers – Current Openings: SBI Careers

SBI Wealth Management Recruitment 2026 is a significant opportunity for experienced professionals looking to build a career with State Bank of India. With 207 vacancies and CTC up to ₹97 lakh per annum, the recruitment offers positions across Wealth Management, Investment Advisory, Sales and Relationship Management. However, candidates should carefully check the post-specific qualification, age and experience requirements before applying.

Applicants should also ensure that all documents and experience certificates are correct and valid because SBI may verify the submitted information during the interview or joining process. The application window is available only until 25 September 2026, so eligible candidates are advised to complete the online application well before the closing date.