Wealth Management Trainee: Elite Training & Client Impact

Schroders; United Kingdom; On-site; GBP 28,000 - 36,000; Full time

Job summary

Schroders is seeking graduates for its Wealth Trainee programme in the UK, working with Cazenove Capital's Private Client teams. You will collaborate with experienced professionals, learn investments, financial planning and client relationship management, and partake in Wealth Management training in London.

The role involves progressive hands-on exposure, with opportunities to pursue professional qualifications in a supportive, inclusive environment.

Qualifications

• Due to graduate in 2027 or recently graduated with an honours degree (or equivalent).
• Final year or already graduated.
• Good working knowledge of Word, Excel and PowerPoint.
• Understanding of target audiences.
• Interest in AI and emerging technologies for client service and innovation.

Responsibilities

• Gain hands-on experience within Private Client teams.
• Collaborate with experienced professionals and work closely with clients.
• Develop understanding of investments, financial planning and client relationship management.
• London office-based Wealth Management training from September to November.

Skills

Numerical ability

Commercial awareness

Growth mindset

Communication skills

Problem solving

Collaboration

Education

Honours degree

Tools

Word

Excel

PowerPoint

Job description

Schroders is seeking graduates for its Wealth Trainee programme in the UK, working with Cazenove Capital's Private Client teams. You will collaborate with experienced professionals, learn investments, financial planning and client relationship management, and partake in Wealth Management training in London.

The role involves progressive hands-on exposure, with opportunities to pursue professional qualifications in a supportive, inclusive environment.