Craigs Investment Partners (Craigs) is looking for a detail-oriented team player with an interest in wealth management to join the Product Team as a Wealth Product Specialist.
Based in our central Auckland office, this full-time permanent role would suit someone who is starting out their career in financial services with 1 - 2 years of relevant experience.
The role facilitates the management of a range of our financial services products that are used by our Investment Advisers with our clients.
These products may change from time to time, but currently include Managed Investment Schemes (MIS) and Discretionary Investment Management Service (DIMS) products.
The retail products are regulated under the Financial Markets Conduct Act (FMCA) which imposes a range of disclosure, reporting and processing obligations on Craigs.
This role is responsible for ensuring we are meeting all regulatory requirements with regard to all disclosure and associated collateral.
To be successful in this role you should possess strong problem-solving skills, self-motivation, and the ability to collaborate effectively with other team members.
Key tasks of the role include: Coordinating the regular review and update of offer documents and associated collateral; Preparing due diligence material to support verification and sign-offs; Market and competitor analysis; Assisting with product-related projects and issue resolution; Business process and control improvements; Liaising with the product Supervisor and other external parties as required.
About you To be successful in this role, you will ideally have: a relevant tertiary qualification in finance, law or business (desirable); financial services experience (1 - 2 years); experience with Microsoft Office applications including Word, Excel, PowerBI and SharePoint; a high level of accuracy and attention to detail; excellent written and verbal communication skills; knowledge of the FMCA and New Zealand financial services regulations (preferred).
About the Company Craigs Investment Partners is a multi-award-winning investment advisory firm which is one of the largest in New Zealand.
With 19 offices located throughout the country and over 600 employees, we offer solutions and advice to both private investors, corporate and institutional clients.
Why Craigs?
We pride ourselves on creating an environment where our people feel they belong and can bring their best self to work and feel valued.
We grow as a team and with our clients and are always looking to support our communities – both internal and external.
Our values build the foundation of how we work and how we provide great outcomes for our people and our clients.
We are stronger together; We strive for excellence; We put people first; We do what's right.
If you would like to find out more about working at Craigs, visit our Careers page – .
How to apply If you are interested in the role, please submit your application online now as we will be interviewing suitable candidates as they apply.
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