Future-Ready Private Banking: AI-Enhanced Client Discovery & Portfolio Growth

Apply AI tools to uncover deeper client insights, personalise UHNW advisory conversations and identify relevant relationship and portfolio opportunities.For private bankers, relationship managers, and family office professionals. FTS Recognised.

FTS Recognized

7 CPD hours

Full Day

AI helps private bankers analyse complex information, prepare for client meetings and personalise advisory conversations more efficiently. However, it does not replace professional judgement or relationship skills. Instead, it helps advisers identify relevant insights, explore client needs and prepare more focused UHNW conversations.

This full-day AI in private banking course is designed for private bankers, relationship managers and family office professionals. Participants practise prompt engineering, AI-enhanced client discovery and realistic UHNW scenarios. They also learn to use AI responsibly while protecting confidentiality and following institutional policies.

Dates

No program dates are available yet.

Duration

1 Day

CPD Hours

Program Fee

S$1,200

Early Bird: 10% Discount

Choose your session

Pick a date that works for you. A confirmation email with venue details will be sent closer to the date

No open dates found for this course.

What does AI actually do for private banking advisors — and why does it matter now?

Private bankers need strong client knowledge, efficient preparation and personalised conversations. AI can support these skills, but it does not replace them. Instead, it helps advisers organise complex information, identify relevant insights and prepare more focused UHNW conversations.

This full-day program shows participants how to apply AI in practice. First, they learn prompt engineering for client discovery. Next, they use AI-supported research to prepare for UHNW and family office conversations. They also practise creating personalised advisory approaches through realistic simulations and guided feedback. As a result, participants leave with practical skills they can apply in their work.

78%

of private banking clients expect their advisor to use data and technology to personalize their experience

Capgemini, Financial Services Top Trends 2025 (Wealth Management)

Who should attend this workshop?

Private Banking Relationship Managers

Private Bankers

Wealth Advisors

Family Office Professionals

How will AI tools be used responsibly?

Participants should use only AI tools approved by their organisation. They must not enter confidential, proprietary or personally identifiable client information into public AI platforms. All exercises should use fictional, anonymised or approved data. Participants must also follow their organisation’s information-security, compliance and AI-governance policies.

The workshop does not authorise participants to use any specific public AI tool for live client work. Tool access and permitted use will depend on each participant’s institutional policies.

What will you walk away with?

Apply AI-augmented client discovery and personalization techniques to strengthen UHNW client engagement — including using AI tools to uncover sophisticated client needs that surface in data but not in conversation.

Improve advisory preparation and efficiency using AI-supported research and client insights. As a result, participants can identify relevant opportunities and hold more focused client conversations.

Apply prompt engineering to support client discovery and advisory preparation — designing effective prompts that generate relevant, actionable insights for UHNW and family office client contexts.

Navigate hyper-personalized UHNW advisory conversations — using AI insights to understand decision-making patterns, personalize across portfolio and wealth planning, and build trust while addressing complex structuring needs.

Integrate AI tools into your private banking practice immediately — with a personal 30-day application plan developed during the live simulation module and refined through real-time peer coaching.

What does the program cover?

Five modules building from AI foundations to a full live client simulation — with UHNW role plays and guided feedback throughout.

AI Foundations for Private Banking

The role of AI in modern wealth management — what AI actually does in private banking contexts, where it adds genuine value, and where human judgment remains irreplaceable.
AI tools for client discovery and relationship enhancement — a practical survey of AI tools available to private banking professionals, with focus on those with immediate application.
Balancing AI efficiency with human-centered advisory — using AI as a capability amplifier rather than a relationship substitute, maintaining the trust and personal connection UHNW clients require.

AI-Augmented Client Discovery

Uncovering sophisticated client needs using AI-driven research — synthesizing publicly available and proprietary data into a multi-dimensional picture of a UHNW client’s situation, priorities, and concerns.
Advanced questioning for complex family wealth dynamics — structuring discovery conversations that go beyond stated needs to surface family dynamics, succession concerns, and values questions.
Preparing for multi-generational wealth scenarios — using AI to anticipate and prepare for next-generation dimensions, including differing investment philosophies and communication preferences.

Prompt Engineering for Advisory Excellence

Apply generative AI to support client discovery and advisory preparation — understanding how large language models work well enough to get consistently useful outputs for private banking research tasks.
Design prompts to personalize engagement for UHNW and family office clients — building a library of tested prompts for client research, meeting preparation, portfolio commentary, and conversation planning.
Practice iterative prompting — refining outputs in real time to get from a generic response to a specific, actionable insight tailored to a particular client context.

Hyper-Personalized UHNW Advisory

Understanding UHNW decision-making patterns with AI insights — how different UHNW client profiles make investment decisions, what data signals matter most, and how to position your advice accordingly.
Personalizing advisory conversations across portfolio and wealth planning — using AI-generated insights to tailor language, framing, and emphasis to each client’s specific context and preferences.
Building trust while addressing complex structuring needs — navigating the tension between AI-driven efficiency and the relational trust-building that UHNW clients require.

Live Client Simulation & Integration

Hands-on practice with AI-powered client scenarios — UHNW role plays using AI-enhanced discovery techniques applied to realistic private banking situations.
Real-time coaching and peer feedback — facilitated by momenta’s coaches with immediate, specific feedback on integrating AI insights into client conversations.
Immediate application planning — each participant develops a personal 30-day action plan for integrating AI tools into their existing advisory workflow and client relationship management.

Why attend this workshop?

Foundational clarity

There’s a lot of noise about AI in banking — most pitched at institutions, not individual advisors. This workshop cuts through to what actually matters: which tools to use, how to prompt them effectively, and how to integrate AI insights without disrupting what already works.

Practical application

Every module is built around doing: real prompts, real research tasks, real UHNW client scenarios. The live simulation in Module 5 applies everything with coaching. You’ll leave with a completed 30-day integration plan, not just intentions.

Future readiness

UHNW clients increasingly expect relevant and well-prepared advisory conversations. Advisers who use approved AI tools effectively can strengthen their research, preparation and personalisation while retaining professional judgement.

Is this workshop IBF-funded?

This program is recognized under the IBF Financial Training Scheme (FTS), which is available only to eligible company-sponsored individuals.

Eligible Singapore Citizens and Permanent Residents may receive 30% funding support.
Eligible Singapore Citizens aged 40 and above may receive 70% funding support.

Funding remains subject to IBF’s prevailing eligibility criteria, funding limits, and terms and conditions.

TGS Reference Number: TGS-2025061080.

Frequently asked questions

Do I need a technical background to benefit from this workshop?

No. The workshop is designed for client-facing private banking professionals, not data scientists. You won’t be writing code. The focus is practical application: which AI tools to use, how to write effective prompts, and how to incorporate AI insights into your existing advisory conversations. Curiosity and willingness to experiment is enough.

What does FTS funding cover — and why is the net fee S$700?

FTS funding is available only to eligible company-sponsored individuals.

Singapore Citizens and Permanent Residents: 30% funding support.
Singapore Citizens aged 40 and above: 70% funding support.
Funding support for the same course is granted only once per calendar year per participant.
One-off industry-related events, such as conferences and seminars, are not eligible for FTS funding.

Funding eligibility and support are subject to IBF’s prevailing eligibility criteria, funding limits, and terms and conditions. Please refer to the IBF Financial Training Scheme (FTS) page for the latest details.

How many CPD hours will I earn?

7 CPD hours upon completion. This program is also eligible for CACS CPD — completion can be counted toward the non-STS portion of your CACS CPD requirements.

What AI tools are used in the workshop?

The workshop covers generative AI tools (including large language models) accessible to private banking professionals without institutional-level integration. Prompt engineering works across ChatGPT, Claude, Gemini, and similar tools. No proprietary software installation required — you’ll work with tools available on any laptop.

Is this suitable for family office professionals?

Yes. Modules 2 and 3 are specifically designed to address multi-family and single-family office client complexities — including multi-generational wealth dynamics, complex structuring needs, and the higher preparation level required for family office conversations.

Where is the workshop held?

The workshop is held in-person at a hotel venue in Singapore. The exact address is confirmed and sent to registered participants by email closer to the session date.

Can my company register multiple participants?

Yes. Group registrations via Penny Tang at penny.tang@momenta.biz or +65 9003 2890. In-house delivery is also available, allowing customization to your bank’s specific AI tool stack and client segments.

What is the cancellation and refund policy?

For questions regarding cancellation or refund matters, please contact us at penny.tang@momenta.biz or call +65 9003 2890. Further details are available on our Terms & Conditions page.

Ready to join us?

Select your preferred session and complete the short form below. We’ll confirm your place and send venue details closer to the date.

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