AI Specialist

INFINITY FINANCIAL ADVISORY PTE. LTD.; Singapore; On-site; SGD 85,000 - 120,000; Full time

Job summary

Infinity Financial Advisory Pte. Ltd. is seeking a product/automation-focused professional to own the AI and automation layer supporting our advisory team.

You will scope, build, and run production systems, collaborating with financial advisors to identify automation opportunities and assemble solutions using LLM and workflow tooling. You will maintain a knowledge base of financial products, create workflows for product comparisons, and automate quotations while aligning with evolving product

Qualifications

• Product ownership with shipped tooling in real-world scenarios.
• Hands-on experience building with LLM APIs, RAG or workflow platforms.
• Experience with low-code orchestration (n8n, Dify, Coze) for automation.
• Proficient in Python or scripting for data processing.
• Ability to script workflows across internal systems and data sources.
• Comfort designing around regulatory constraints, not as friction.
• Reliable progress reporting of risks and blockers.

Responsibilities

• Scope, design, and build AI and automation systems for advisers.
• Develop and maintain a searchable knowledge base of financial products.
• Create workflows generating structured product comparisons.
• Automate quotation assembly and structured product data.
• Implement AI-assisted drafting tools for client inquiries.
• Collaborate with advisers to identify high-impact automation opportunities.
• Build automation with LLMs and workflow tooling to improve efficiency.
• Maintain automation systems as products evolve with regulations.
• Coordinate with external developers for deeper engineering work.
• Ensure human-in-the-loop with adviser review of client-facing decisions.
• Aim to reduce adviser drafting time from 40 minutes to 2 minutes.

Skills

Product ownership

AI tooling

Workflow automation

Python

Process automation

Regulatory comfort

Communication

Tools

LLM APIs

RAG

n8n

Dify

Coze

Playwright

Selenium

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

Requirement

• 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