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...