Senior Advisor, CCIS
Director Of Cybersecurity, NTU
ANDEED MA
Unlocking the Power of Gen AI for Wealth Managers
(1-Day Masterclass)
Course Overview
The Wealth Management landscape is rapidly evolving, and clients—especially High Net Worth Individuals (HNWIs)—expect faster insights, personalised advice, and engaging presentations. Generative AI now allows wealth managers to conduct high-quality financial research, prepare client-ready documentation, and build professional-grade presentations in a fraction of the time.
This workshop empowers participants to integrate tools like Perplexity AI, ChatGPT, Gemini, and Gamma into their advisory workflow, freeing up time to build deeper client relationships.
What You Will Learn
Participants will be able to:
-
Understand the fundamentals of Gen AI and its role in modern wealth management.
-
Leverage on Perplexity AI to conduct deep financial, market, and competitor research efficiently.
-
Use ChatGPT/Gemini to generate professional investment proposals, client emails, risk summaries, and advisory documentation.
-
Use Gamma to produce visually compelling, data-informed presentation decks.
-
Build an AI-enhanced workflow that saves time and elevates client engagement.
-
Apply prompt-engineering techniques tailored specifically for wealth managers and financial advisors.
Benefits
-
Select the right partners faster with AI-driven insights to boost growth and retention.
-
Onboard and engage partners more effectively using Gen AI tools.
-
Monitor performance and market trends in real time with AI analytics.
-
Streamline workflows across e-commerce and digital channels for consistency.
-
Strengthen alliances through personalized pitches, lead generation, and proactive engagement.
Learning Outcomes
By the end of this 1-day workshop, participants will be able to:
✓ Perform detailed market and product research using Perplexity AI in minutes rather than hours.
✓ Research and able to draft compliant-friendly financial documents with ChatGPT/Gemini.
✓ Create and generate dynamic client-ready pitch decks using Gamma.
✓ Integrate insights across multiple AI tools to produce holistic, personalised advisory outputs.
✓ Apply AI safely and ethically within regulatory guidelines in Singapore’s financial sector.
✓ Reduce administrative workload by 50–70% and increase time spent on client advisory.
Who Should Attend
This course is ideal for:
-
Wealth Managers / Financial Advisors
-
Private Bank Relationship Managers and HNWI Client Advisors
-
Insurance Financial Planners and Portfolio Managers
-
Client Acquisition Specialists and Business Development Managers in Financial Services
Delivery Methods
-
Instructor led Lectures with Hands-on Practice Sessions with Guided Prompt Templates for financial research, documentation, and presentation creation.
-
Case Studies (HNW proposal creation, portfolio recommendation workflow, advisory meeting prep) with Group Activities & Pair Work to practice tool integration
-
AI Tools Required: Perplexity AI, ChatGPT/Gemini, Gamma
Required Tools
-
Laptop with browser and WhatsApp and private email
-
Access to Perplexity AI, ChatGPT or Gemini and Gamma. Ai
Pricing Info
Public workshop $XXX per pax
Corporate inhouse available from min 12 pax.
This is non-WSQ and there is no SSG subsidy.
Download Brochure
Pre-requisites
Prior to attending this course, you should:
Be able to read, write, speak and understand Basic English with keen interest to acquire new knowledge and willingness to learn a new skill.
Be comfortable working in teams and engaging in positive discussions.
Min GCE O’ level and above.
WHAT PEOPLE SAY
“Steven is very knowledgeable and I learned much from the course. A very experienced and steady trainer. He is very inclusive in his management style of students with different learning levels. He is patient and shares his knowledge passionately. I enjoyed being taught by him.”
— Mr Wong F C, An Accountant