SBI Wealth Management Recruitment 2026: Apply Online for Specialist Officer Posts
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State Bank of India (SBI)
Central Recruitment & Promotion Department (CRPD) • Specialist Cadre Officers
The State Bank of India (SBI) has opened online applications for the recruitment of Specialist Cadre Officers on regular and contractual terms in its specialized Wealth Management Business Unit. Vacancies are announced for roles including Relationship Manager (RM), Senior Relationship Manager, Investment Specialist, and Central Research Team (Product Lead). Candidates with relevant experience in banking, mutual funds, or financial advisory can apply online at sbi.co.in/careers.
SBI Wealth is among the fastest-growing premier banking segments in the country, providing dedicated relationship officers and financial research advisory to high-net-worth clients across metropolitan and tier-1 centers.
SBI Wealth 2026: Role Wise Profile Summary
| Position Designation | Minimum Qualification & Experience |
|---|---|
| Relationship Manager (RM) | Graduation from a recognized University + Minimum 3 years experience as Relationship Manager in Wealth Management with Banks/Broking Firms. |
| Senior Relationship Manager | Graduation + Minimum 5 years relevant experience in managing affluent client portfolios. |
| Investment Specialist | Graduation / MBA (Finance) / CFA + Minimum 5 years experience in investment advisory, asset allocation, and mutual funds. |
| Central Research Team (Support) | Post-Graduate in Economics/Finance or MBA/CA/CFA with equity or debt research experience. |
Selection & Shortlisting Procedure
- Initial Screening: Applications are evaluated on the basis of candidate’s academic record, tier of previous employers, and depth of wealth management portfolio experience.
- Interview Round (100 Marks): Shortlisted candidates undergo a comprehensive personal interview assessing financial advisory acumen, market understanding, and client relationship capabilities.
- Merit List: Final merit list is compiled strictly based on interview marks, subject to medical fitness and document verification.
Step-by-Step Online Application Process
- Go to the SBI Careers page: sbi.co.in/careers → Current Openings.
- Click on Recruitment of Specialist Cadre Officers in SBI (Wealth Management Unit).
- Register using your name, mobile number, and active email address.
- Fill in personal details, educational qualifications, and detailed month-wise work experience records.
- Upload required documents: Resume (PDF), Proof of Date of Birth, Educational Certificates, Experience/Service Letters, and Form 16 / Salary Slips.
- Remit application fee of ₹750 (Exempt for SC/ST/PwBD) and print the registration confirmation page.
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