Wealth Management Graduate Programme

Department:

Wealth Management - Cazenove

Salary:

£50,000

Start Date:

Thursday 16 September 2027

Location:

Oxford

About Schroders, Our Parent Company:

Schroders is a global investment manager providing active asset management, wealth management, and investment solutions. Our aim is to achieve excellent investment performance through active management. We serve various clients including pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through distributors, financial advisers, and online platforms. Established in 1804, we have approximately 5,500 employees across 36 global locations. Schroders' success can be attributed to its diversified business model encompassing various asset classes, client types, and geographies.

Programme Overview:

Our two-year Wealth Trainee Programme at Schroders offers an opportunity to gain broad experience within our award-winning teams. Based in Cazenove's offices located in London, Oxford, Bristol, Birmingham, Chester, Manchester, Leeds, and Edinburgh, 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 seek graduates who are passionate about Wealth Management, resilient in a dynamic environment, and eager to build lasting relationships with clients from diverse backgrounds. Ideal candidates are analytical, proactive, truly client-focused, possess a curiosity for continuous learning, and have the confidence to communicate with integrity and empathy. You should be comfortable working independently as well as part of a team, show interest in global events and markets, and demonstrate a desire to solve problems, innovate, and assist clients in achieving their financial objectives.

Required Skills and Capabilities:

• Numerical Ability: Exceptional attention to detail with the ability to analyze complex data using critical thinking, identify errors, and draw meaningful insights.
• General Commercial Awareness: Broad awareness of world events, enabling you to connect with individuals 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, adaptable for different audiences, comfortable speaking to clients in person or over the phone.
• Innovation & Problem-Solving: Analytical thinker equipped to understand client issues, adapt quickly, and utilize available tools and knowledge for effective solutions.
• Collaboration & Relationship Building: Empathetic and strong listener, capable of working efficiently within teams, building rapport, and fostering teamwork and trust.

The Team:

Cazenove Capital is Schroder Group's dedicated Wealth Management business in the UK, known for providing specialized 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 offer 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. As a Wealth Trainee, you will gain hands-on experience while working in one of our Private Client teams. You will collaborate with experienced professionals, work closely with clients, and develop a solid understanding of investments, financial planning, and client relationship management.

Knowledge, Experience, and Qualifications We're Looking For:

• Due to graduate in 2027, or a recent graduate, on track to achieve or already achieved an honours degree (or equivalent). Open to applicants from all degree subjects.
• Proficiency in document production software, including Microsoft Word, Excel, and PowerPoint.
• Ability to understand our target audiences.
• An interest in AI and its benefits, and how emerging technologies support client service, efficiency, and innovation.

Benefits of Joining Us:

• Professional Qualifications:
  • Achieve the Investment Advice Diploma (IAD) within the first few weeks - the UK’s benchmark entry qualification for investment professionals.
  • Opportunity to complete the industry-led Chartered Wealth Manager Qualification (CISI) – Level 7.
• 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 “Coffee Hours” hosted by senior leaders, allowing you to build your industry network.
• Buddy System: Be paired with a dedicated buddy to assist in transitioning into both the programme and the wider business.
• Wellbeing Support: Access to our Employee Assistance Programme, offering 24-hour confidential counselling and resources on various 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
• 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 commence the graduate programme on Thursday 16 September 2027.

We Recognise Potential, Whoever You Are:

Our purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture enhance our decisions and results, which is why inclusion is a strategic priority. We are an equal opportunities employer, welcoming applications regardless of age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic. We are open to flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs.