SBI SO Wealth Management Recruitment 2026

The State Bank of India (SBI) has released a new recruitment notification for experienced professionals under the SBI SO Wealth Management Recruitment 2026. The recruitment is being conducted for Specialist Cadre Officers on a contract basis in SBI’s Wealth Management Business.

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A total of 220 vacancies have been announced for different senior and specialist positions, including Zonal Head (Retail), Regional Head, Relationship Manager-Team Lead, Investment Specialist, Investment Officer, VP Wealth and AVP Wealth. The online application process has started from 4 September 2026 and eligible candidates can apply online until 25 September 2026.

This recruitment is particularly suitable for experienced professionals from banking, wealth management, investment advisory, financial services and related fields. Unlike entry-level banking recruitments, these positions require substantial professional experience, with experience requirements varying according to the post.

SBI has published the recruitment under Advertisement No. CRPD/SCO/2026-27/23. The official SBI Careers portal currently lists the recruitment and confirms the application period from 4 September to 25 September 2026.

SBI SO Wealth Management Recruitment 2026 Overview

The recruitment is designed for professionals with relevant experience rather than fresh graduates. Candidates should therefore carefully check the post-wise qualification and experience requirements before applying.

SBI SO Vacancy 2026

SBI has announced 220 Specialist Cadre Officer vacancies under the Wealth Management recruitment drive.

The post-wise vacancy distribution is:

The largest number of vacancies is available for VP Wealth, followed by AVP Wealth and Relationship Manager-Team Lead positions.

SBI SO Recruitment 2026 Important Dates

Candidates should keep the following dates in mind:

The official SBI Careers page confirms that online applications for Advertisement No. CRPD/SCO/2026-27/23 are being accepted from 4 September 2026 to 25 September 2026.

Candidates are advised to submit their applications well before the closing date because the recruitment is aimed at experienced professionals and requires multiple qualification and experience details.

SBI SO Eligibility Criteria 2026

The eligibility requirements are different for each Specialist Officer position. Candidates must possess the required educational qualification and relevant professional experience for the post they choose.

Zonal Head (Retail)

Candidates applying for the Zonal Head position should have a graduation degree along with the prescribed professional experience.

The recruitment information specifies approximately 15 years of relevant experience for this position.

Regional Head

The Regional Head position requires graduation along with approximately 12 years of relevant professional experience.

Candidates should ensure that their experience meets the specific requirements mentioned in the detailed notification.

Relationship Manager-Team Lead

Candidates applying for Relationship Manager-Team Lead should have a graduation degree and approximately 8 years of relevant experience.

The position is intended for professionals with substantial experience in relationship management and wealth-related banking activities.

Investment Specialist

For the Investment Specialist position, candidates are required to have a relevant postgraduate degree/diploma or CA/CFA, along with approximately 6 years of relevant experience.

Applicants should carefully verify the accepted qualifications and experience areas before submitting the application.

Investment Officer

The Investment Officer position requires a relevant postgraduate degree/diploma or CA/CFA, along with approximately 4 years of relevant professional experience.

VP Wealth

VP Wealth is the largest vacancy category, with 91 positions.

Candidates should have a graduation degree and approximately 6 years of relevant experience.

AVP Wealth

There are 72 AVP Wealth vacancies.

Candidates applying for this position should have a graduation degree along with approximately 3 years of relevant professional experience.

Since the recruitment contains senior-level positions, candidates should not rely only on their educational qualification. The required professional experience is an important eligibility condition.

SBI SO Age Limit 2026

The age limit varies according to the post.

The prescribed age range for the different positions falls approximately between 23 and 50 years, with age calculated as on 31 August 2026. The exact minimum and maximum age should be checked against the particular post selected by the candidate.

Age relaxation, wherever applicable, will be provided according to SBI’s rules and the conditions mentioned in the recruitment notification.

Candidates should enter their date of birth exactly as recorded in their official documents.

SBI SO Salary & CTC 2026

One of the major attractions of the SBI Wealth Management recruitment is the remuneration offered for the senior-level positions.

The upper CTC range varies according to the post:

The final remuneration will depend on the terms and conditions of appointment and the applicable SBI recruitment provisions.

These are contractual Specialist Cadre Officer positions, so candidates should distinguish the CTC structure from the fixed pay scales normally associated with regular SBI officer recruitment.

SBI SO Application Fee 2026

The application fee for the recruitment is:

The fee is payable online during the application process and is non-refundable.

Candidates should make sure that the payment is completed successfully before submitting the application.

SBI SO Selection Process 2026

The selection process is designed for experienced professionals and does not follow the standard SBI PO-style preliminary and mains examination structure.

The recruitment process includes:

1. Shortlisting of applications
2. Personal, telephonic or video interview
3. CTC negotiation
4. Document verification

SBI will shortlist candidates based on the eligibility and experience requirements before proceeding to the interview stage.

Candidates should therefore provide accurate details regarding their educational qualifications, professional experience, current role and relevant expertise.

Documents Required for SBI SO Recruitment 2026

Candidates should keep the necessary documents ready before starting the online application.

These may include:

• Recent passport-size photograph
• Signature
• Proof of date of birth
• Graduation certificate and marksheets
• Postgraduate qualification documents, where applicable
• CA/CFA documents, where applicable
• Experience certificates
• Identity proof
• Category certificate, where applicable
• Updated resume
• Other documents specified by SBI

Experience-related documents are especially important for this recruitment because the vacancies are intended for experienced professionals.

Candidates should ensure that the dates and details mentioned in their application are supported by valid documents.

How to Apply for SBI SO Recruitment 2026

Eligible candidates can apply online through the SBI Careers portal.

Step 1: Visit SBI Careers

Open the official SBI Careers website and go to the Current Openings section.

Step 2: Find Advertisement No. CRPD/SCO/2026-27/23

Look for the recruitment titled Engagement of Specialist Cadre Officers on Contract Basis with Advertisement No. CRPD/SCO/2026-27/23. The official SBI Careers page currently lists the recruitment with the online application dates.

Step 3: Click Apply Online

Select the online application option and begin the registration process.

Step 4: Enter Personal Details

Provide your name, date of birth, contact information and other required personal details carefully.

Step 5: Add Educational Qualifications

Enter your graduation, postgraduate or professional qualification details according to the post selected.

Step 6: Enter Experience Details

Provide complete information about your professional experience. Make sure the information matches your experience certificates and resume.

Step 7: Upload Documents

Upload the photograph, signature, resume and other documents in the prescribed format.

Step 8: Pay Application Fee

Pay the applicable ₹750 fee if you belong to the General, EWS or OBC category.

Step 9: Review the Form

Check every detail carefully before submitting the application.

Step 10: Submit and Save

Submit the application and download or print a copy of the completed form and payment receipt for future reference.

SBI SO Wealth Management Recruitment 2026 Circle Preference

Candidates may be required to provide circle preferences as part of the application process. The recruitment information specifies selection of three different Circle preferences.

Candidates should carefully consider the available preferences while completing the application.

SBI SO Recruitment 2026 Contract Period

The recruitment is being conducted on a contract basis, which makes it different from SBI’s regular Specialist Cadre Officer recruitment.

Candidates should read the detailed notification carefully regarding the duration of engagement, renewal conditions, remuneration, termination provisions and other contractual terms before applying.

The recruitment is primarily aimed at experienced professionals who can contribute immediately to SBI’s Wealth Management Business.

Who Should Apply for SBI SO Wealth Management Recruitment?

This recruitment can be particularly relevant for professionals working in:

• Wealth management
• Retail banking
• Investment advisory
• Relationship management
• Financial services
• Investment products
• Private banking
• Portfolio-related services
• Client acquisition and servicing
• Other relevant banking and investment functions

However, candidates should apply only when they satisfy the exact qualification and experience requirements of the selected post.

Important Points Before Applying

Before submitting the SBI SO Wealth Management application, candidates should remember the following:

• SBI has announced 220 vacancies.
• The recruitment is for Specialist Cadre Officers in Wealth Management.
• The positions are offered on a contract basis.
• Applications started on 4 September 2026.
• The last date to apply is 25 September 2026.
• The advertisement number is CRPD/SCO/2026-27/23.
• The age calculation date is 31 August 2026.
• Age requirements vary according to the post.
• Professional experience is mandatory for the advertised positions.
• CTC varies by position and can reach up to ₹97 lakh per annum.
• The application fee is ₹750 for General/EWS/OBC candidates.
• SC/ST/PwBD candidates are exempt from the application fee.
• Selection involves shortlisting, interview, CTC negotiation and document verification.
• Candidates should keep their experience certificates and qualification documents ready.
• The information entered in the application should match the supporting documents.

Frequently Asked Questions

How many vacancies are available in SBI SO Wealth Management Recruitment 2026?

SBI has announced 220 Specialist Cadre Officer vacancies under the Wealth Management recruitment drive.

What is the last date to apply for SBI SO Recruitment 2026?

The last date to submit the online application is 25 September 2026.

What is the SBI SO application fee?

General, EWS and OBC candidates have to pay ₹750, while SC, ST and PwBD candidates are exempted from the application fee.

What is the age limit for SBI SO Wealth Management Recruitment?

The age requirement varies by position and is approximately within the 23–50 years range, with age calculated as on 31 August 2026. Candidates should verify the exact age requirement for their selected post.

Is SBI SO Wealth Management Recruitment a regular job?

No. The current recruitment is for Specialist Cadre Officers on a contract basis in SBI’s Wealth Management Business.

What is the highest CTC offered?

The upper CTC range for the Zonal Head (Retail) position is ₹97 lakh per annum.

Is work experience required for SBI SO Wealth Management Recruitment?

Yes. The advertised positions require relevant professional experience, with the requirement varying from approximately 3 years for AVP Wealth to 15 years for Zonal Head (Retail).

What is the selection process?

Candidates are selected through application shortlisting, personal/telephonic/video interview, CTC negotiation and document verification.

Conclusion

The SBI SO Wealth Management Recruitment 2026 is a significant opportunity for experienced professionals seeking senior specialist positions with the State Bank of India. With 220 vacancies across roles such as Zonal Head, Regional Head, Relationship Manager-Team Lead, Investment Specialist, Investment Officer, VP Wealth and AVP Wealth, the recruitment covers a wide range of wealth-management responsibilities.

The recruitment is particularly suitable for candidates who already have substantial experience in banking, investment advisory, wealth management or related financial services. Since the positions are contractual and have different qualification, age and experience requirements, candidates should carefully read the official notification before applying.

Eligible candidates should complete the online application before 25 September 2026 and ensure that all educational and professional experience information is accurate and supported by valid documents.

For the latest application updates and the official recruitment notification, candidates should refer to the SBI Careers portal.