At a Glance
- Tasks: Gain hands-on experience in Wealth Management while collaborating with industry experts.
- Company: Join Schroders, a leader in private wealth management with a commitment to diversity.
- Benefits: Enjoy competitive salary, professional qualifications, and comprehensive training opportunities.
- Other info: Inclusive environment prioritising your learning, wellbeing, and professional growth.
- Why this job: Kickstart your career in finance and make a real impact on clients' financial goals.
- Qualifications: Passionate graduates with analytical skills and a desire to learn are encouraged to apply.
The predicted salary is between 50000 - 50000 € per year.
Department: Wealth Management - Cazenove
Salary: £50,000
Start date: 17th September
Location: Edinburgh
Programme overview:
At Schroders, our two-year Graduate Programme provides a unique opportunity to gain broad experience across our award-winning teams. 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, as well as carefully selected external providers, we deliver leading portfolio management, banking, and wealth planning services.
As a graduate, you will gain hands-on experience through a broad programme across core areas of our Wealth business while based in one of our Private Client and Wealth Planning teams. You will collaborate with experienced professionals, work closely with clients, and develop a strong understanding of investments, financial planning, and client relationship management.
Knowledge, experience and qualifications we’re looking for:
- An honours degree or equivalent – we’re not fussed when it comes to your degree subject or predicted grade, however a STEM or finance related degree would be beneficial.
- You will be in your final year of study or already graduated.
- A good working knowledge of document production software, including Microsoft Word, Excel, and PowerPoint.
- The ability to understand our target audiences.
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.
- 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 “Lunch and Learns” and “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.
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 and CV
- Interview (HR)
- Interview (Wealth business)
- Final interview/ assessment centre
Candidates should be available to start the graduate programme on 17th September 2026.
We're looking for the best, whoever they are: Diversity is at the heart of our culture. We strive to ensure inclusion at every level, to ensure that our actions match our words, and that our culture of belonging defines how we do business. We are an equal opportunities employer. You're welcome here whatever your socio-economic background, race, sex, gender identity, sexual orientation, religious belief, age or disability.
Investment20/20: You will join as part of the Investment20/20 programme and will have opportunities to meet and network with trainees across the industry, as well as participate in technical training, insight events and socials.
2026 Wealth Management Graduate Trainee - EDI in Edinburgh employer: Schroders
At Schroders, we pride ourselves on being an exceptional employer, offering a structured Graduate Programme that not only equips you with essential skills in Wealth Management but also fosters a culture of inclusivity and professional growth. Based in the vibrant city of Edinburgh, you'll benefit from comprehensive training, networking opportunities with senior leaders, and a supportive buddy system, all while working alongside industry experts dedicated to your success. Join us to embark on a rewarding career where your development and wellbeing are our top priorities.
StudySmarter Expert Advice🤫
We think this is how you could land 2026 Wealth Management Graduate Trainee - EDI in Edinburgh
✨Tip Number 1
Get to know the company inside out! Research Schroders and Cazenove Capital, understand their values, and be ready to discuss how you can contribute to their mission in Wealth Management. This shows you're genuinely interested and not just another applicant.
✨Tip Number 2
Network like a pro! Reach out to current employees on LinkedIn or attend industry events. Building connections can give you insider info and might even lead to a referral, which is always a bonus!
✨Tip Number 3
Prepare for your interviews by practising common questions and scenarios related to Wealth Management. Think about how you can showcase your analytical skills and client-focused mindset through real-life examples.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re serious about joining the team at Schroders and starting your career in Wealth Management.
We think you need these skills to ace 2026 Wealth Management Graduate Trainee - EDI in Edinburgh
Some tips for your application 🫡
Show Your Passion:When you're writing your application, let your enthusiasm for Wealth Management shine through. We want to see that you're genuinely excited about the industry and eager to learn more!
Tailor Your CV:Make sure your CV is tailored to the role. Highlight relevant experiences and skills that align with what we're looking for. We love seeing how your background connects to our values and goals.
Be Clear and Concise:Keep your written application clear and to the point. We appreciate well-structured responses that get straight to the heart of what you want to say. Avoid fluff and focus on what matters!
Apply Through Our Website:Don't forget to apply through our website! It’s the best way to ensure your application gets to us directly. Plus, it shows you're serious about joining our team at Schroders.
How to prepare for a job interview at Schroders
✨Know Your Wealth Management Basics
Before the interview, brush up on your knowledge of wealth management principles and current market trends. Being able to discuss recent financial news or events will show your genuine interest in the field and help you connect with the interviewers.
✨Showcase Your Analytical Skills
Prepare to demonstrate your numerical ability and critical thinking skills. You might be asked to analyse a case study or solve a problem on the spot, so practice articulating your thought process clearly and confidently.
✨Practice Empathetic Communication
Since building relationships is key in wealth management, think about how you can convey empathy and understanding during your interview. Role-play common interview questions with a friend, focusing on how you can adapt your communication style to different audiences.
✨Emphasise Your Growth Mindset
Be ready to discuss examples of how you've embraced learning opportunities in the past. Highlight your curiosity and willingness to adapt, as these traits are highly valued in a dynamic environment like wealth management.
