AI Specialist

Infinity Financial Advisory Pte Ltd; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

Infinity Financial Advisory Pte Ltd in Singapore seeks an AI and automation lead to own the production systems supporting our advisory team. You will scope, build, and run AI-enabled workflows using LLMs to improve efficiency while complying with evolving regulations.

Collaborate with financial advisors to identify automation opportunities, build a searchable knowledge base, and create structured product comparisons.

Qualifications

• 1–2 years in product ownership delivering tools.
• Hands-on AI tooling with LLMs or workflow platforms.
• Experience with low-code orchestration tools (n8n, Dify, Coze).
• Python or scripting for data processing and integration.
• End-to-end process automation across internal systems.
• Comfort with regulatory constraints in design.
• Clear reporting on progress, risks and blockers.

Responsibilities

• Scope, design, and build AI and automation systems for advisors.
• Develop a searchable knowledge base of financial products.
• Create workflows for structured product comparisons to aid decisions.
• Automate quotations and structured product data assembly.
• Implement AI-assisted drafting tools for client inquiries.
• Collaborate with advisors to identify high-impact automation opportunities.
• Assemble automation solutions using LLMs and workflow tooling.
• Maintain automation systems amid product and regulatory changes.
• Coordinate with external developers for deeper engineering needs.
• Ensure human-in-the-loop where advisors own client-facing decisions.
• Aim to reduce advisor drafting time significantly.

Skills

Product ownership

AI tooling

Workflow automation

Python scripting

Process automation

Regulatory awareness

Status reporting

Tools

n8n

Dify

Coze

Job description

Job Summary

You will own the AI and automation layer supporting our advisory team by scoping, building, and running production systems. Collaborate with advisors to identify automation opportunities, assemble solutions using LLM and workflow tools, and maintain improvements amid evolving products and regulations.

Responsibilities

• Scope, design, and build AI and automation systems that support financial advisors in their workflows
• Develop and maintain a searchable knowledge base of financial products to enable efficient information retrieval
• Create workflows that generate structured product comparisons to streamline advisor decision-making
• Automate assembly of quotations and structured product data to reduce manual tasks
• Implement AI-assisted drafting tools for common client enquiries to accelerate response times
• Collaborate directly with advisors to analyze time usage and identify high-impact automation opportunities
• Assemble automation solutions using large language models (LLM) and workflow-automation tooling to improve efficiency
• Maintain and enhance automation systems as product offerings and regulatory requirements evolve
• Scope and coordinate with external developers for components requiring deeper engineering beyond tooling capabilities
• Ensure all automation follows a human-in-the-loop design where advisors review and own client-facing decisions
• Aim to reduce advisor drafting time from forty minutes to two minutes without removing human accountability

Requirements

• Product or project ownership — 1–2 years taking something from unclear problem to shipped, adopted tool
• Hands‑on experience with AI tooling — you have personally built with LLM APIs, RAG or workflow-automation platforms, not just managed people who did
• Workflow automation — n8n, Dify, Coze or similar low‑code orchestration platforms
• Python or scripting — enough to handle data processing, PDFs and spreadsheets, and to read what a developer writes
• Process automation — scripted workflows across internal systems and authorised data sources (Playwright, Selenium or equivalent)
• Comfort with regulated work — willingness to design around compliance constraints rather than treat them as friction
• Reliable upward communication — you report progress, risks and blockers on time