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Enhancing Investment Advisory Professionals with Generative AI

A one-day practical course for Relationship Managers and Investment Advisors to apply Generative AI responsibly across the advisory lifecycle — from market intelligence and client scripting to objection handling and post-sales engagement.

Duration:

Fees with SST:

1 Day

RM 1,620.00

The financial advisory landscape is evolving rapidly as clients expect more personalized and data-driven guidance. Generative AI is revolutionizing this process by enabling advisors to generate insights, tailor communication, and deliver value faster — while maintaining full alignment with compliance standards.


This 1-day instructor-led program empowers Relationship Managers and Investment Advisors to integrate AI into everyday workflows — from pre-sales research and portfolio preparation to client interaction and after-sales engagement. Participants learn to craft effective prompts, simulate advisory conversations, manage objections, and create engaging visual and written content ethically.


By the end of the course, you’ll have a practical toolkit to use AI as your professional co-advisor — accelerating productivity and elevating client trust.

Module 1: Overview of Generative AI in Banking

  • Understand how LLMs and Generative AI function, where they add value in financial workflows, and how to maintain compliance (PDPA, GDPR). Learn prompt structures and how tone and accuracy depend on framing.


Module 2: Pre-Sales — Research and Preparation

  • Generate timely market intelligence with ChatGPT, use Chain-of-Thought prompting for layered insights, and customize outputs to different client profiles and products. Build a simple advisory bot for internal use.

Module 3: Client Relationship Management

  • Use AIDA and FAB frameworks to develop tailored scripts for WhatsApp, email, calls, and meetings. Segment clients by persona (retiree, young executive, HNW investor) and simulate real conversations for objection handling.


Module 4: Post-Sales and Monitoring

  • Create infographics, newsletters, and summaries using image-based prompting tools. Learn ethical visual storytelling, copyright considerations, and how to evaluate AI-generated media for compliance.

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Frequently Asked Questions (FAQs)

Is this course technical?

No. It focuses on applied AI for financial communication, not coding.

Will I use real AI tools?

Yes. Exercises include ChatGPT and image-generation tools.

Does it cover compliance?

Yes. PDPA, GDPR, and financial communication ethics are integrated.

Can I use these skills for internal or client reports?

Absolutely — you’ll learn prompt frameworks for both.

Will this course help me engage clients better?

Yes. You’ll master frameworks for clearer, faster, and compliant advisory content.


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