2027 Wealth Management Graduate Programme (Guernsey)

Schroders • Guernsey, OH

6d

About The Position

Schroders is seeking graduates for its 2027 Wealth Management Graduate Programme in Guernsey. The role is based in one of Cazenove Capital’s Private Client teams, where trainees gain hands-on experience, collaborate with experienced professionals, work closely with clients, and develop knowledge of investments, financial planning, and client relationship management. Trainees may spend a period in the London office for Wealth Management-specific training, expected to take place from September to November and to be confirmed closer to the start date.

Cazenove Capital is Schroders’ dedicated Wealth Management business in the UK and Channel Islands. It provides specialist financial solutions to high-net-worth individuals, family offices, charities, and their advisers, including portfolio management, banking, and investment advisory services.

Candidates must be due to graduate in 2027 or have recently graduated, and be in their final year of study or already graduated. They should be on track to achieve, or have already achieved, an honours degree or equivalent; all degree subjects are welcome. Applicants must hold a valid local market or Open Market housing qualification to live and work in Guernsey and provide evidence during the initial recruitment stage. Candidates should be available to start on 16 September 2027.

The programme offers professional qualifications, comprehensive training, senior networking opportunities, a dedicated buddy, and wellbeing support. The recruitment process comprises an online application, cognitive assessment, behavioural and motivational assessment, work simulation and video interview, and an assessment centre. Schroders says it considers flexible working arrangements and provides reasonable accommodations for applicants and employees.

Requirements

• Be due to graduate in 2027 or have recently graduated, and be in the final year of study or already graduated.
• Be on track to achieve, or have already achieved, an honours degree or equivalent; all degree subjects are welcome.
• Hold a valid local market or Open Market housing qualification that permits living and working in Guernsey, and provide evidence during the initial recruitment stage.
• Have good working knowledge of Microsoft Word, Excel, and PowerPoint.
• Demonstrate numerical ability, attention to detail, critical thinking, and the ability to analyse complex data, identify errors, and draw insights.
• Have general commercial awareness and an interest in world events and markets.
• Show curiosity, a growth mindset, adaptability, and commitment to learning and self-development.
• Have strong written and verbal communication skills and be able to adapt communication to different audiences, including clients in person or over the phone.
• Be analytical, proactive, client-focused, and able to understand client issues and develop practical solutions.
• Be empathetic, a strong listener, and able to collaborate, build rapport, and foster trust.
• Be comfortable working independently and as part of a team.
• Be available to start on 16 September 2027.

Nice To Haves

• A healthy interest in the benefits of AI and how emerging technologies can support client service, efficiency, and innovation.
• An interest in Wealth Management and helping clients achieve their financial goals.

Responsibilities

• Work closely with clients as part of a Private Client team.
• Collaborate with experienced professionals.
• Develop understanding of investments, financial planning, and client relationship management.
• Use analytical, problem-solving, communication, and relationship-building skills to support client service.
• Participate in programme training and professional development, including investment-related qualifications.

Benefits

• Professional development opportunities and access to comprehensive training covering industry knowledge, technical skills, and soft skills.
• Opportunity to achieve the Investment Advice Diploma (IAD) in the first few weeks.
• Opportunity to complete the CISI Level 7 Chartered Wealth Manager Qualification.
• Senior networking opportunities through Coffee Hours hosted by senior leaders.
• A dedicated buddy to support the transition into the programme and business.
• Employee Assistance Programme, including 24-hour confidential counselling and resources on topics including mental health.
• Consideration of flexible working arrangements and reasonable accommodations.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level