Intern, AI Research and Development

Responsibilities

• To support R & D initiatives focused on leveraging AI tools to enhance financial advisory processes.
• AI-Assisted Financial Planning Support
• Explore how AI applications (e.g., Claude and similar platforms) can enhance financial planning and advisory processes
• Design and test AI-supported solutions for product comparisons, portfolio structuring, and financial planning workflows
• Develop AI prompts, templates, and frameworks to improve adviser productivity, planning consistency, and alignment with the firm's preferred product mix.
• Document key findings, use cases, and recommendations for potential business adoption
• AI-Assisted Compliance & Advisory Support
• Assess the potential of AI applications to strengthen compliance and advisory-related processes
• Design and test AI-supported solutions to enhance Basis of Recommendation (BOR) write-ups
• Develop AI-assisted approaches for compliance-aware marketing materials and advisory content drafting
• Identify opportunities to improve documentation quality, consistency, and efficiency while reducing compliance-related friction
• Document findings, use cases, and recommendations to support future innovation initiatives
• Research & Innovation Support
• Conduct market research and industry benchmarking to identify emerging trends, opportunities, and best practices
• Prepare insights and recommendations to support strategic decision-making and future innovation projects

Requirements

• Undergraduate in Business, Finance, Economics, Data Science, Computer Science, or related disciplines
• Strong interest in Artificial Intelligence, innovation, financial planning, wealth management, or financial services
• Prior exposure to AI tools, prompt engineering, or automation platforms is an advantage
• Strong analytical, research, and problem-solving skills
• Interest in Generative AI and emerging technologies
• Good written and verbal communication skills
• Ability to work independently and manage multiple tasks in a project-based environment
• Familiarity with AI tools such as Claude, ChatGPT, Gemini, or similar platforms will be an advantage
• Basic understanding of financial planning, investments, or wealth management concepts will be an advantage

Additional Information

ARE YOU SEEKING FOR GROWTH YET YOU WANT A FULFILLING CAREER? Be ready to embark on a journey which offers you an exciting opportunity. HERE'S A SHORT INTRO OF WHO WE ARE Since our incorporation in 2005, finexis has grown to become a leading homegrown financial advisory firm in Singapore licensed by the Monetary Authority of Singapore, with assets under advisory of almost S$1 billion. Our strategic partnerships, extensive portfolio of leading financial solutions, strength of more than 1,000 financial consultants and support staff have enabled us to become a market leader in the field of specialised financial services.

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