OCBC Transforms Mortgage Specialists into Wealth Advisers
OCBC has launched a four-month programme to transform 15 senior mortgage specialists into wealth advisers. The first batch of nine graduates will complete the course on 1 October.
The initiative combines classroom training, professional certification, and on-the-job coaching. Graduates will attend annual refresher courses to stay current with regulatory and market developments. OCBC sees this as a talent retention strategy, providing a structured career progression path for experienced staff.
OCBC aims to expand mortgage specialists' roles to include advising on investment and insurance products. The programme supports the bank's broader push in wealth management by leveraging an existing team familiar with clients' property portfolios and overall financial goals. Customers with home loans tend to hold more products and maintain greater assets under management with OCBC compared to those without.
OCBC's programme aims to develop and retain talent, providing experienced mortgage specialists with a clear path to broader advisory roles. The inaugural batch, with an average tenure of nine years, reflects the bank's focus on developing experienced staff. Upon completion, graduates will be better equipped to advise clients on a wider range of financial products, supporting OCBC's wealth management goals.
