Wealth Management Graduate Programme (Oxford)

This two-year Wealth Trainee Programme offers a unique opportunity to gain broad experience across Schroders' award-winning teams. Based in their 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.

What You'll Do

As a Wealth Trainee, you will gain hands-on experience within one of their Private Client teams. You will collaborate with experienced professionals, work closely with clients, and develop a strong understanding of investments, financial planning, and client relationship management.

Who They're Looking For

Schroders is seeking graduates who are passionate about Wealth Management, resilient in a dynamic environment, and eager to build lasting relationships with clients. Ideal candidates will be analytical, proactive, and client-focused, with a curiosity for continuous learning and the confidence to communicate with integrity and empathy. You should be comfortable working both independently and as part of a team, interested in world events and markets, and possess a strong desire to solve problems, innovate, and help clients achieve 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.
• 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.

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 from all degree subjects are welcome.
• A good working knowledge of Microsoft Word, Excel, and PowerPoint.
• The ability to understand Schroders' target audiences.
• A healthy interest in the benefits of AI and how emerging technologies can support client service, efficiency, and innovation.

Benefits

• 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 the Employee Assistance Programme for confidential counselling and resources.

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

Start Date

Candidates should be available to start the graduate programme on Thursday 16 September 2027.