Wealth Management (Portfolio Management) Internship Programme 2027 in City of Westminster

Wealth Management (Portfolio Management) Internship Programme 2027 in City of Westminster

City of Westminster Internship 49500 - 60500 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Gain hands-on experience in Wealth Management and collaborate with industry experts.
  • Company: Join Schroders, a global leader in investment management with over 200 years of experience.
  • Benefits: Comprehensive training, networking opportunities, and potential for future graduate roles.
  • Other info: Enjoy on-site facilities and a supportive, inclusive work environment.
  • Why this job: Kickstart your career in Wealth Management while making meaningful connections and learning from the best.
  • Qualifications: Passionate about finance, analytical, proactive, and eager to learn.

The predicted salary is between 49500 - 60500 £ per year.

As an Intern, you will gain hands-on experience through core areas of our Wealth business.

You will collaborate with experienced professionals, work closely with clients, and develop a strong understanding of investments, financial planning, and client relationship management.

We are looking for interns 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.

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.

  • Exceptional attention to detail, with the ability to analyse complex data using critical thinking, identify errors and draw meaningful insights.
  • Broad awareness of world events, enabling you to connect with people from diverse backgrounds and articulate your reasoning.
  • Proactive, eager to learn and adapt, with a positive mindset and commitment to self-development and learning.
  • 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.
  • Analytical thinker who can understand client issues, adapt quickly, and use available tools and knowledge to develop practical and effective solutions.
  • Empathetic and a strong listener, able to work well within teams, build rapport easily, and foster teamwork and trust.
  • When the internship commences, you will have completed your second year of studies and will be on track to graduate with a degree (or equivalent) in 2028.
  • We welcome applications from all degree subjects.
  • Please note that we do not accept applications from students in their final year who intend to undertake further study (e. g. a Master's degree) before entering employment.
  • A good working knowledge of document production software, including Microsoft Word, Excel, and Power Point.
  • A healthy interest in the benefits of AI and how emerging technologies can support client service, efficiency and innovation.
  • The ability to understand our target audiences.

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.

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, as well as carefully selected external providers, we deliver leading portfolio management, banking, and investment advisory services.

Our longstanding client relationships and commitment to the highest standards of professionalism and integrity have established us as a leader in private wealth management.

We're a global investment manager.

We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 6,000 people on six continents.

And we've been around for over 200 years, but keep adapting as society and technology changes.

What doesn't change is our commitment to helping our clients, and society, prosper.

Our 2027 London Summer Internship Programme runs for 10 weeks, starting on Monday 14 June 2027 and finishing on Friday 20 August 2027.

This internship is designed to give you a unique introduction to the Asset Management industry and offers valuable insight into how your chosen department operates within Schroders.

  • Take part in comprehensive introductory training to build your understanding of the business.
  • Be assigned to a team where you will contribute to live projects and gain meaningful hands-on experience.
  • Shadow experienced professionals and learn directly from leaders in the field.
  • Have opportunities to network with colleagues and other interns, helping you build connections for your future career.

This internship provides practical experience, skill development, and a strong foundation for those interested in pursuing a career in the Wealth Management sector.

Benefits and development opportunities

  • Comprehensive training: Access immersive training sessions focused on building industry knowledge, technical expertise, and essential soft skills to help you adapt quickly and make a meaningful impact.
  • Senior networking opportunities: Attend "Coffee Hours" led by senior leaders, providing opportunities to connect and grow your professional network.
  • Buddy system: Be paired with a dedicated graduate buddy who will guide and support your integration into the team and wider business.
  • Potential for future opportunities: The chance to secure a place on our 2028 Graduate Programme, subject to performance feedback.
  • End-of-programme event: Celebrate your achievements alongside other interns, placement year students and line managers at a dedicated event at Schroders HQ.
  • On-site facilities: Enjoy the convenience of an on-site staff restaurant and complimentary use of our on-site gym.
  • Use of a private GP service.

By joining us, you will be part of an inclusive environment where your learning, wellbeing, and professional growth are a priority.

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Wealth Management (Portfolio Management) Internship Programme 2027 in City of Westminster 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.

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Contact Details:

Schroders Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Wealth Management (Portfolio Management) Internship Programme 2027 in City of Westminster

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 Wealth Management (Portfolio Management) Internship Programme 2027 in City of Westminster

Communication Skills
Problem-Solving Skills
Adaptability
Flexibility
Compassion
Organizational Skills
Teamwork

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 Wealth Management (Portfolio Management) Internship Programme 2027.

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!