Group Head of AI for Advisor Productivity & Operational Excellence

WRISE Group is an independent wealth management and financial services platform serving high-net-worth and institutional clients across Asia, the Middle East and other international markets. As the Group continues to expand its global footprint, we are seeking an experienced AI leader to lead AI adoption within WRISE Group in support of its ambition to build a next-gen AI-enabled advisory sales force.

This role comes as part of a wider focus on deploying AI at scale across WRISE Group by making generative AI tools available to all employees to simplify processes, procedures and policies, and equip customer-facing client advisors with the AI tools they need to deliver more personalised services.

About The Role

We are seeking a hands-on AI leader to accelerate the adoption of generative AI across global advisory, operational, and corporate functions. Sitting in the Group CEO Office within a matrix reporting environment, this role delivers measurable improvements in advisor productivity, operational efficiency, and cost performance.

Your mandate is to deploy AI at scale across the organisation, making generative AI tools available to all staff to simplify processes, procedures, and policies, and equip customer-facing colleagues with the tools they need to deliver more personalised services, while also improving in-house systems and boosting overall productivity.

Structure and Reporting

Function: Group CEO Office

Corporate Band: Executive Director/Director
Matrix Reporting Environment: Works across functions, regions, and business units to implement AI initiatives and deliver global impact
Strategic Engagement with CFO: Acts as a key partner to the Group CFO, providing AI-driven insights and operational metrics to optimise organisational structure, revenue, and cost performance. Ensures AI initiatives directly support the delivery of strategic financial goals while maintaining alignment with enterprise governance.
Location: Hong Kong (Global Role)
Compensation: Competitive base + bonus
Equity: Considered for exceptional candidates

Job Responsibilities

Drive AI Across Advisory, Operations & Corporate Functions

Identify opportunities to deploy AI at scale, simplifying workflows, procedures, and policies
Empower advisors and support staff with AI tools to enhance client experiences and enable more personalised services
Work closely with the Group CFO to translate AI-driven insights into optimisation of organisational structure, revenue streams, and cost management
Lead deployment of AI initiatives across advisory, operations, and corporate functions globally

Enhance Productivity & Workflow Efficiency

Automate repetitive and time-consuming tasks across advisory and corporate function teams
Streamline internal processes, reduce administrative burden, and improve cost-to-serve metrics
Track and report measurable improvements in productivity, efficiency, and operational performance

Build Practical AI Capabilities

Integrate AI into existing platforms without disrupting client-facing operations
Develop a central AI framework accessible across regions
Ensure AI solutions are scalable, secure, and aligned with enterprise governance

Governance & Responsible AI

Embed human review checkpoints in all client-facing or compliance-sensitive AI outputs
Partner with risk, compliance, and senior leadership to maintain safe, responsible, and accountable AI usage
Maintain visibility and documentation of AI tools, data usage, and governance standards

External Partnerships

Identify and manage strategic AI technology partners
Evaluate new tools and vendors for operational impact and global scalability
Ensure partnerships align with enterprise priorities and business outcomes

Relationship with Head of IT

Work alongside the Head of IT to ensure AI initiatives leverage robust enterprise systems, secure infrastructure, and scalable data pipelines, while focusing on business outcomes, advisor productivity, and operational efficiency globally. Together, they ensure AI solutions are practical, compliant, and impactful.

Requirements

Deep understanding of wealth management, advisory operations, and client workflows
Hands-on experience deploying generative AI solutions at scale to drive measurable operational and financial impact globally
Comfortable influencing in a matrix reporting environment and working closely with C-suite leaders, including the CFO
Execution-oriented: able to pilot, iterate, and scale AI initiatives quickly
Bonus: multi-market or regional experience, exposure to advisor compliance processes

Success Metrics

0–3 months: Launch initial AI tools with measurable productivity gains
3–6 months: Broader adoption across advisory and operational teams
6–12 months: Tangible improvements in advisor productivity, operational efficiency, revenue, and cost performance

Why this Role Matters

Deploys AI at scale, simplifying workflows and empowering front office staff to deliver more personalised client services
Streamlines operations, reduces costs, and increases efficiency globally
Improves in-house systems and organisational performance
Reflects industry best practice, aligning with trends where major financial institutions are establishing AI-focused leadership roles
Operates at the intersection of strategy, technology, and business impact, influencing C-suite decisions while delivering hands-on results