Key Takeaways
- Two-year Wealth Trainee Programme in Wealth Management.
- Starting salary of £50,000 per year.
- Opportunity to gain professional qualifications including IAD and CISI Level 7.
- Based in Birmingham, with a start date of 16 September 2027.
- Applications welcome from all degree subjects for graduates in 2027 or recent graduates.
About the Role
About Schroders
Schroders is a global investment manager providing active asset management, wealth management, and investment solutions. Established in 1804, we have around 5,500 employees across 36 global locations.
Programme Overview
The two-year Wealth Trainee Programme offers a unique opportunity to gain broad experience across 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.
What We're Looking For
We seek graduates passionate about Wealth Management, resilient in a dynamic environment, and eager to build lasting client relationships. You will excel if you are:
- Analytical and proactive
- Client-focused with a curiosity to learn
- Confident in communicating with integrity and empathy
- Comfortable working independently and as part of a team
- Interested in world events and markets
- Possess a strong desire to solve problems and innovate
Required Skills and Capabilities:
- Numerical Ability: Exceptional attention to detail, ability to analyse complex data, identify errors, and draw meaningful insights.
- General Commercial Awareness: Broad awareness of world events to connect with diverse backgrounds and articulate reasoning.
- Growth Mindset & Curiosity: Proactive, eager to learn and adapt, with a commitment to self-development.
- Communication Skills: Strong written and verbal communication, adaptable for different audiences, comfortable speaking to clients.
- Innovation & Problem-Solving: Analytical thinker capable of understanding client issues and developing practical solutions.
- Collaboration & Relationship Building: Empathetic, strong listener, able to build rapport and foster teamwork.
The Team
Cazenove Capital is the UK's dedicated Wealth Management business of the Schroder Group, providing specialist financial solutions to high-net-worth individuals, family offices, charities, and their advisers. We deliver leading portfolio management, banking, and investment advisory services.
As a Wealth Trainee, you will gain hands-on experience in one of our Private Client teams, collaborating with experienced professionals, working closely with clients, and developing a strong understanding of investments, financial planning, and client relationship management.
Knowledge, Experience and Qualifications
- 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). Applications are welcome from all degree subjects.
- Good working knowledge of Microsoft Word, Excel, and PowerPoint.
- Ability to understand our target audiences.
- A healthy interest in the benefits of AI and emerging technologies.
Benefits of Joining Us
- Professional Qualifications: Achieve the Investment Advice Diploma (IAD) and have the opportunity to complete the Chartered Wealth Manager Qualification (CISI) – Level 7.
- Comprehensive Training: Access immersive training sessions covering industry knowledge, technical skills, and essential soft skills.
- Senior Networking Opportunities: Attend exclusive “Coffee Hours” hosted by senior leaders.
- Buddy System: Be paired with a dedicated buddy for support.
- Wellbeing Support: Access to our Employee Assistance Programme for confidential counselling.
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 graduate programme on Thursday 16 September 2027.