Rising Wealth Manager: Graduate Programme

Rising Wealth Manager: Graduate Programme

Full-Time 25650 - 31350 £ / year (est.) No working from home possible
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At a Glance

  • Tasks: Rotate through Investment Management and Financial Planning while learning from industry experts.
  • Company: Join Rathbones, a leading wealth management firm in London.
  • Benefits: Gain professional qualifications, mentorship, and a strong network.
  • Other info: Experience a collaborative environment focused on personal and professional development.
  • Why this job: Kickstart your career with a clear path to becoming a Wealth Manager.
  • Qualifications: Open to graduates eager to learn and grow in finance.

The predicted salary is between 25650 - 31350 £ per year.

Rathbones invites you to join its Wealth Graduate Trainee programme in London, starting 13 September 2027.

Over two years you’ll rotate through Investment Management and Financial Planning, learning from experts while building professional qualifications and a strong network.

The programme emphasises growth, collaboration and ownership, with a clear path toward a Wealth Manager role.

You’ll receive support to develop technical knowledge, engage with mentors, and participate in a buddy system and

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Rising Wealth Manager: Graduate Programme employer: Investment2020

Aegon Asset Management is an excellent employer, offering a dynamic work culture that prioritises collaboration and innovation. Employees benefit from comprehensive professional development opportunities and a commitment to maintaining a healthy work-life balance, all while working in the vibrant UK financial sector. Join us to be part of a team that values compliance and client outcomes, ensuring your contributions make a meaningful impact.

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Contact Details:

Investment2020 Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Rising Wealth Manager: Graduate Programme

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like Investment2020. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Rising Wealth Manager: Graduate Programme

Investment Management
Financial Planning
Technical Knowledge
Networking Skills
Collaboration
Mentorship Engagement
Ownership

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Investment2020.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Investment2020's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Investment2020

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Investment2020.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at Investment2020 will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Investment2020 employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.