At a Glance
- Tasks: Join our Wealth Trainee Programme and gain hands-on experience in Wealth Management.
- Company: Schroders, a global leader in investment management since 1804.
- Benefits: Earn £50,000, gain professional qualifications, and enjoy comprehensive training.
- Other info: Inclusive culture prioritising your learning, wellbeing, and professional growth.
- Why this job: Kickstart your career with expert guidance and impactful client interactions.
- Qualifications: Graduates from all disciplines welcome; analytical and proactive mindset required.
The predicted salary is between 50000 - 50000 £ per year.
Department: Wealth Management - Cazenove Capital
Salary: £50,000
Start date: Thursday 16 September 2027
Location: City of London, London
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.
Programme overview:
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, 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, we deliver leading portfolio management, banking, and investment advisory services.
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:
- Professional qualifications: 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.
- Comprehensive training: 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.
- Senior networking opportunities: Attend exclusive "Coffee Hours" hosted by senior leaders, allowing you to build your network within the industry.
- Buddy system: Be paired with a dedicated buddy to support your transition into both the programme and the wider business.
- Wellbeing support: Access to our Employee Assistance Programme, offering 24-hour confidential counselling and resources on a range of topics, including mental health.
- Use of a private GP service.
- On-site facilities: Enjoy the convenience of an on-site staff restaurant and complimentary use of our on-site gym.
By joining us, you will be part of an inclusive environment where your learning, wellbeing, and professional growth are a priority.
Recruitment process:
- Online application form
- Stage 1 Cognitive Online Assessment
- Stage 2 Behavioural and Motivational Assessment
- Stage 3 Work Simulation and Video Interview Assessment centre
Candidates should be available to start the Wealth Trainee programme on Thursday 16 September 2027.
Equal opportunities & inclusivity:
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.
2027 Wealth Management (Portfolio Management) Graduate Programme employer: Schroders
Schroders Wealth Management is an exceptional employer, offering a dynamic work environment in the heart of London where innovation and collaboration thrive. Employees benefit from a strong commitment to professional development, a culture that prioritises risk management excellence, and the opportunity to make a meaningful impact on client outcomes while ensuring compliance with regulatory standards. With a focus on fostering a supportive atmosphere, Schroders empowers its team members to grow and excel in their careers.
StudySmarter Expert Advice🤫
We think this is how you could land 2027 Wealth Management (Portfolio Management) Graduate Programme
✨Tap into Campus Resources
Universities often have strong ties with banks and financial institutions. Make sure to check in with your career services for any internship fairs or networking events. These can be golden opportunities to meet representatives from firms like Schroders and make a lasting impression.
✨Join Finance Societies and Clubs
Get involved with finance or investment clubs at your university. These not only offer great networking potential but often host guest speakers from the industry. Show your enthusiasm and engage with these professionals—who knows, they might tip you off about internship openings at Schroders!
✨Have Your Application Ready to Go
Internship applications can be competitive and come with tight deadlines. Be proactive! Have your CV and cover letter prepared and tailored for roles at Schroders. When the openings go live, you’ll want to be one of the first to apply.
✨Leverage LinkedIn for Connections
LinkedIn is a powerful tool, especially in the banking sector. Follow recruiters from Schroders and connect with alumni who are working in similar roles. Don’t hesitate to drop them a message to introduce yourself and express your interest in internships—they might have insider info or even refer you!
We think you need these skills to ace 2027 Wealth Management (Portfolio Management) Graduate Programme
Some tips for your application 🫡
Show Off Those Grades!:In banking and financial services, your academic background is super important. Make sure to highlight your grades, especially in finance, economics, or maths. If you've got any relevant coursework or projects, don’t hesitate to include them in your CV!
Craft Your Cover Letter with Care:For an internship, we want to see your enthusiasm and motivation. Use your cover letter to explain why you’re excited about this opportunity at Schroders and what you hope to learn. Be personal and connect the dots between your education and the role of 2027 Wealth Management (Portfolio Management) Graduate Programme.
Squeaky Clean CV:Your CV should be clear and free of jargon. Focus on the skills that matter most in the banking sector, like analytical thinking and attention to detail. Don't forget to include any internships or part-time jobs that show your experience in a banking environment!
Utilise Relevant Experiences:If you've been involved in finance-related clubs or societies at university, mention that in your application. Showing your practical experience alongside your studies can make a real difference and demonstrate your passion for the financial world. We love seeing candidates who go the extra mile!
How to prepare for a job interview at Schroders
✨Show Us Your Analytical Skills
As an intern in the banking and financial services sector, you'll want to showcase your analytical skills. Be ready to tackle numerical and case questions during your interview. Brush up on your data interpretation abilities and consider scenarios where you've used data to solve problems.
✨Know Your Financial Tools
Familiarise yourself with the financial tools and software commonly used in banking, like Bloomberg or Excel for financial modelling. We recommend having a couple of examples where you've applied these tools in your studies or projects to impress the interviewer.
✨Be Passionate About Learning
Internships are all about learning, so express your enthusiasm for the banking industry. Share what trends you're excited about, or recent news you've followed, to show you're motivated and engaged. This can set you apart from other candidates who might be less enthusiastic.
✨Prepare for Behavioural Questions
Expect behavioural questions that assess your fit within a team and your ability to handle challenges. Think of examples from your studies or group projects that highlight your teamwork, adaptability, and communication skills. We want to see how you've navigated situations that are relevant to the workplace!
