Wealth Management Graduate Programme

Investment2020; Leeds; Ibrido; GBP 28.000 - 32.000; Tempo pieno

Vantaggi offerti da questo lavoro

IAD Diploma (Investment Advice)

CISI Level 7

Training sessions

Coffee Hours with senior leaders

Buddy support

Employee Assistance Programme

Inclusive culture

Descrizione del lavoro

Schroders in the UK offers a two-year Wealth Trainee Programme anchored in the Cazenove Private Client teams. Based in Leeds, the role develops your wealth management skills, client interaction, and market knowledge through hands-on experience with senior professionals.

You will gain exposure to investments, financial planning, and relationship management while pursuing recognised industry qualifications and hands-on learning opportunities across a spectrum of wealth services.

Competenze

• Graduates due to graduate in 2027 or recent graduates; honours degree in any subject welcome.
• Solid working knowledge of Word, Excel and PowerPoint.
• Ability to understand target audiences.
• Healthy interest in AI and how new technologies can support client service and innovation.

Mansioni

• Build and maintain client relationships within Wealth Management teams.
• Assist in client phone and in-person meetings, supporting senior colleagues.
• Help translate market insights into client-ready material and proposals.
• Collaborate with internal specialists to deliver comprehensive wealth solutions.

Conoscenze

Numerical ability

Commercial awareness

Growth mindset

Communication skills

Innovation & problem solving

Collaboration

Formazione

Honours degree (any subject)

Strumenti

Microsoft Word

Excel

PowerPoint

Descrizione del lavoro

You will join as part of the Investment20/20 programme.

Job title: Wealth Trainee

About Schroders, our parent company

Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.

Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.

At Schroders, our two-year Wealth Trainee Programme provides a unique opportunity to gain broad experience across our award-winning teams. Based in our Cazenove offices, which are in London, Oxford, Bristol, Birmingham, Chester, Manchester, Leeds, and Edinburgh, this structured programme is designed to develop your skills, expand your industry knowledge, and prepare you for a successful career in Wealth Management.

Who we’re looking for:

We are looking for graduates who are passionate about Wealth Management, resilient in a dynamic environment, and eager to build lasting relationships with clients from all walks of life. You will excel if you are analytical, proactive, and truly client-focused, with the curiosity to keep learning and the confidence to communicate with integrity and empathy. You should be comfortable working both independently and as part of a team, be interested in world events and markets, and have a strong desire to solve problems, innovate, and help clients reach their financial goals.

Required skills and capabilities:

• Numerical ability: Exceptional attention to detail, with the ability to analyse complex data using critical thinking, identify errors and draw meaningful insights.
• General commercial awareness: Broad awareness of world events, enabling you to connect with people from diverse backgrounds and articulate your reasoning.
• Growth mindset & curiosity: Proactive, eager to learn and adapt, with a positive mindset and commitment to self-development and learning.
• Communication skills: Strong written and verbal communication skills, able to adapt your style for different audiences and comfortable speaking to clients in person or over the phone.
• Innovation & problem-solving: Analytical thinker who can understand client issues, adapt quickly, and use available tools and knowledge to develop practical and effective solutions.
• Collaboration & relationship building: Empathetic and a strong listener, able to work well within teams, build rapport easily, and foster teamwork and trust.

If you want to begin your career in Wealth Management by working with experts, helping clients, and developing broad professional skills, we would love to hear from you.

The team:

Cazenove Capital is the dedicated Wealth Management business of the Schroder Group in the UK, renowned for providing specialist financial solutions to high-net-worth individuals, family offices, charities, and their advisers. Leveraging the investment expertise of both Cazenove Capital and Schroders, as well as carefully selected external providers, we deliver leading portfolio management, banking, and investment advisory services. Our longstanding client relationships and commitment to the highest standards of professionalism and integrity have established us as a leader in private wealth management.

As a Wealth Trainee, you will gain hands‑on experience while based in one of our Private Client teams.

You will collaborate with experienced professionals, work closely with clients, and develop a strong understanding of investments, financial planning, and client relationship management.

Knowledge, experience and qualifications we’re looking for:

• You should be due to graduate in 2027, or have recently graduated, and be on track to achieve, or have already achieved, an honours degree (or equivalent). We welcome applications from all degree subjects.
• A good working knowledge of document production software, including Microsoft Word, Excel, and PowerPoint.
• The ability to understand our target audiences.
• A healthy interest in the benefits of AI and how emerging technologies can support client service, efficiency and innovation.

Benefits of joining us:

When you join the Wealth Trainee programme at Schroders, you will benefit from a wide range of professional and personal development opportunities, including:

Achieve the Investment Advice Diploma (IAD) in your first few weeks – the UK’s benchmark entry qualification for investment professionals

Opportunity to complete industry-led Chartered Wealth Manager Qualification (CISI) – Level 7

Access immersive training sessions covering industry knowledge, technical skills, and essential soft skills to help you adapt, thrive, and make an impact from day one

Attend exclusive “Coffee Hours” hosted by senior leaders, allowing you to build your network within the industry

Be paired with a dedicated buddy to support your transition into both the programme and the wider business

Access to our Employee Assistance Programme, offering 24-hour confidential counselling and resources on a range of topics, including mental health

By joining us, you will be part of an inclusive environment where your learning, wellbeing, and professional growth are a priority.

Recruitment process:

• Stage 1 Cognitive Online Assessment
• Stage 2 Behavioural and Motivational Assessment
• Stage 3 Work Simulation and Video Interview

Candidates should be available to start the graduate programme on Thursday 16 September 2027.

We Recognise Potential, Whoever You Are

Our purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.

We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.

We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.