Wealth Product Specialist
About the role
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 that would suit someone who is starting out their career in financial services with 1 - 2 years of relevant experience on board.
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; and
- 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)
- a high level of accuracy and attention to detail
- excellent written and verbal communication skills
- experience with Microsoft Office applications including Word, Excel, PowerBI and SharePoint
- knowledge of the FMCA and New Zealand financial services regulations (preferred)
Benefits
- Comprehensive health insurance
- Annual Craigs Community Day (paid volunteer day)
- Additional week of leave (conditions apply)
- Other leave (such as sick leave, bereavement leave, and family violence leave) from your first day of work
- Parental leave - 26 weeks’ pay ‘top up’ for eligible Primary Carers
- Long service leave
- Annual health check and flu vaccinations
- Flexible work options
- Savings benefits and preferential insurance rates
About the Company
Craigs Investment Partners is a multi-award-winning investment advisory firm which is one of the largest in New Zealand. With 21 offices located throughout the country and over 650 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 – https://craigsip.com/careers
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.
Applications for this role will take you to the advertisers site.
