Wealth Management Trainee: Private Client Path

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

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.