Wealth Management Trainee – Oxford (IAD/CISI)

Investment2020; Oxford; Hybrid; GBP 28,000 - 36,000; Full time

Benefits offered by this job

Investment Advice Diploma

CISI Level 7

Immersive training sessions

Coffee Hours with senior leaders

Dedicated buddy support

Employee Assistance Programme

Inclusive environment

Job summary

Schroders’ Wealth Trainee programme in Oxford offers graduates a two-year rotation in private wealth with hands-on client exposure and professional development. Based in our Cazenove Capital teams, you will gain insight into investments, financial planning, and relationship management while building a strong foundation for a career in wealth management.

The scheme emphasizes client focus, analytical thinking, collaboration, and adaptability, with immersive training, access to industry

Qualifications

• Graduate or due to graduate in 2027 with honours (any subject).
• Strong working knowledge of Word, Excel, and PowerPoint.
• Able to understand target audiences and communicate effectively.
• Interest in AI and how tech can support client service and innovation.

Responsibilities

• Gain hands-on experience within Wealth Management and the Wealth Trainee programme.
• Collaborate with experienced professionals and work closely with clients.
• Develop understanding of investments, financial planning and client relationship management.

Skills

Numerical ability

Commercial awareness

Growth mindset

Communication skills

Innovation & problem-solving

Collaboration & relationship building

Education

Honours degree (any subject)

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Schroders’ Wealth Trainee programme in Oxford offers graduates a two-year rotation in private wealth with hands-on client exposure and professional development. Based in our Cazenove Capital teams, you will gain insight into investments, financial planning, and relationship management while building a strong foundation for a career in wealth management.

The scheme emphasizes client focus, analytical thinking, collaboration, and adaptability, with immersive training, access to industry