Graduate: Wealth Management (September 2027 - September 2029)

Schroders
Geneva, Switzerland
Career-pivot friendly

Who this role is best for

Best suited to recent graduates with a strong interest in Wealth Management and a collaborative mindset, working in a global financial services environment in Geneva, Switzerland.

Best fit for

  • Recent graduates with a client-focused attitude and interest in financial markets
    — “eager to build lasting relationships with clients from all walks of life”
  • Candidates with a proactive approach to learning and problem-solving
    — “eager to learn and adapt, with a positive mindset and commitment to self-development and learning”
  • Individuals with strong communication skills and the ability to build rapport
    — “able to work well within teams, build rapport easily, and foster teamwork and trust”

Things to consider

  • The role may require in-person client interactions, which could impact flexibility
    — “comfortable speaking to clients in person or over the phone”
  • Candidates must be prepared to obtain professional qualifications early in the role
    — “achieve the Investment Management Certificate (IMC) in your first few weeks”

How to stand out

  • Highlight experience in building client relationships and adapting to diverse audiences
    — “connect with people from diverse backgrounds and articulate your reasoning”
  • Emphasize your ability to analyze complex data and derive meaningful insights
    — “analyse complex data using critical thinking, identify errors and draw meaningful insights”
  • Demonstrate your proactive learning attitude and curiosity in your application materials
    — “proactive, eager to learn and adapt, with a positive mindset and commitment to self-development and learning”
Pace · SteadyCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • excellent investment performance
  • client relationship building
  • problem-solving
Typical background
Bachelor or Master degree in STEM or finance

Skills & requirements

Required

Numerical AbilityGeneral Commercial AwarenessGrowth MindsetCommunication SkillsInnovation And Problem-solvingCollaboration And Relationship Building

Preferred

Wealth ManagementInvestment Solutions

Stack & domain

Numerical AbilityAnalytical ThinkingGeneral Commercial AwarenessGrowth MindsetCuriosityCommunication SkillsInnovationProblem-solvingCollaborationRelationship BuildingMicrosoft WordExcelPowerpointUnderstanding Target AudiencesProactiveClient-focusedCommunicationEmpathyTeamworkTrustAdaptabilityLearningSelf-developmentInvestment Management Certificate (imc)Charter Wealth Manager Qualification (cisi)Wealth ManagementInvestment ManagementFinancial ServicesClient RelationshipsMarket Analysis

About the role

Original posting from Schroders

About us

Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.

Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.

Who we’re looking for

We are looking for graduates who are passionate about Wealth Management, resilient in a dynamic environment, and eager to build lasting relationships with clients from all walks of life. You will excel if you are analytical, proactive, and truly client-focused, with the curiosity to keep learning and the confidence to communicate with integrity and empathy. You should be comfortable working both independently and as part of a team, be interested in world events and markets, and have a strong desire to solve problems, innovate, and help clients reach 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 and learning.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.

If you want to begin your career in Wealth Management by working with experts, helping clients, and developing broad professional skills, we would love to hear from you.

Knowledge, experience and qualifications we’re looking for

A bachelor or master degree or equivalent – we’re not fussed when it comes to your degree subject or predicted grade, however a STEM or finance related degree would be beneficialYou will be in your final year of study or already graduatedA good working knowledge of document production software, including Microsoft Word, Excel, and PowerPointThe ability to understand our target audiences 

Benefits of joining us

When you join our graduate programme at Schroders, you will benefit from a wide range of professional and personal development opportunities, including:

Professional qualifications:achieve the Investment Management Certificate (IMC) in your first few weeks—the UK’s benchmark entry qualification for investment professionalsOpportunity to complete industry led Charter Wealth Manager Qualification (CISI) – Level 7Comprehensive 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 oneSenior networking opportunities:attend exclusive “Lunch and Learns” and “Coffee Hours” hosted by senior leaders, allowing you to build your network within the industry

 By joining us, you will be part of an inclusive environment where your learning, wellbeing, and professional growth are a priority.

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 help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.

We will consider 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. For more information, please visit our FAQs.

We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.

Source: Schroders careers

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