AI Automation Specialist

We are seeking a forward-thinking and technically strong individual to play a key role in driving the company's digital transformation journey. This role will be responsible for exploring, designing, and implementing AI-powered solutions to enhance user experience, advisor productivity, onboarding, training, data integration, workflow efficiency, and overall operational excellence.

The ideal candidate is hands-on, innovative, and passionate about leveraging automation and AI to create meaningful impact across the organisation.

Key Responsibilities

AI Innovation

• Explore, propose, and prototype new AI features to enhance CRM ecosystem modules.

• Build AI assistants to support advisors across onboarding, sales processes, compliance reminders, product recommendations (non-financial advice), and workflow completion.

• Implement AI-powered summarisation, OCR, classification, and data extraction tools to reduce manual workloads.

• Develop AI-derived insights to analyse advisor performance, identify gaps, forecast trends, measure engagement, and highlight coaching opportunities.

Automation Development

• Build, optimise, and maintain workflow automation using Power Automate, Microsoft 365 tools, Make.com, or Zapier.

• Integrate automation into existing business processes to improve consistency, accuracy, and turnaround time.

Continuous Research & Capability Exploration

• Actively research the latest in AI technology such as Microsoft Copilot, OpenAI updates, and emerging automation platforms.

• Recommend new capabilities that can enhance efficiency and digitalise manual processes across departments.

Requirements

Qualifications

• Diploma or Degree in Information Technology, Computer Science, or related discipline.

• Certifications in AI, automation, or Power Platform will be an added advantage.

Technical Skills

• Strong hands-on experience with Power Automate, Make.com, or similar automation platforms.

• Familiarity with OpenAI APIs, prompt engineering, and chatbot platforms (e.g., Chatbase, Botpress).

• Experience integrating systems through APIs (REST, JSON, webhooks).

• Basic proficiency in Python, JavaScript, or PowerShell.

• Bonus: Knowledge of Power BI, Azure AI, SQL, or cloud services.

Soft Skills

• Creative problem-solver with the ability to identify and propose impactful automation and AI opportunities.

• Strong communication and documentation skills with the ability to engage stakeholders effectively.

• Self-driven and able to work independently in a fast-paced environment.