Wealth Trainee: Private Client Portfolio & Growth

Wealth Trainee: Private Client Portfolio & Growth

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

  • Tasks: Gain hands-on experience in wealth management and client service while developing financial planning skills.
  • Company: Join Schroders, a leading investment manager with a strong reputation in the industry.
  • Benefits: Receive industry qualifications, build your professional network, and enjoy a supportive learning environment.
  • Other info: Dynamic two-year programme based in the heart of London.
  • Why this job: Kickstart your career in finance with a prestigious programme and real-world experience.
  • Qualifications: No prior experience needed; just a passion for finance and a willingness to learn.

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

Schroders in City of London is launching a two-year Wealth Trainee Programme within Cazenove Capital.

Based in London offices, it offers hands-on experience across wealth management, investments and client service.

You will work with private client teams, develop financial planning skills, and complete industry qualifications—Investment Advice Diploma and CISI Level 7—while building your professional network.

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Wealth Trainee: Private Client Portfolio & Growth 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

We think you need these skills to ace Wealth Trainee: Private Client Portfolio & Growth

Financial Planning Skills
Client Service Skills
Investment Knowledge
Networking Skills
Analytical Skills
Attention to Detail
Communication Skills