OCBC launches first-of-its-kind certification programme in Singapore

The OCBC-WMI Wealth Advisory Programme seeks to equip the bank's wealth advisors with private banking competencies.

OCBC has partnered with Nanyang Technological University’s Wealth Management Institute (WMI) to launch a first-of-its-kind certification and advisory programme.

It will consist of two certifications: namely, the OCBC-WMI Premier Wealth Certification and the OCBC-WMI Premier Private Client Wealth Certification.

Both certifications will be aligned to the Institute of Banking and Finance Singapore (IBF) Standards, with senior industry practitioners from WMI leading the training programmes.

The Premier Wealth Certification course will focus on developing skills in investment advisory and client management. Meanwhile, the higher-level Premier Private Client Certification course is targeted at OCBC's client advisors who serve the bank's Premier Private Client customers with assets under management of S$1 million or more.

It will focus on upskilling wealth advisors with elevated wealth advisory competencies, and certification is intended to place the advisers on an industry level that is equivalent to that of private bankers.

The initiative fits into Singapore’s industry transformation map for the financial services industry, which envisions Singapore becoming a leading international wealth management hub.

“We want to nurture our wealth advisors into world-class wealth management professionals, providing them with diverse learning opportunities to develop their careers with us,” said Dennis Tan, Head of Consumer Financial Services Singapore, OCBC.

“Our partnership with NTU’s Wealth Management Institute to create a specialised certification programme for our wealth advisors will enable them to provide our clients with unparalleled service and advisory,” he added.

“Leveraging our extensive experience in providing wealth management education to 14,500 finance professionals, WMI is excited to partner OCBC to curate a set of bespoke advisory programmes that focuses strongly on upskilling their bankers with future ready competencies in investment advisory, portfolio management, asset allocation, wealth planning, digital skills, client management and ethical conduct,” said Foo Mee Har, Chief Executive Officer of the WMI.

 

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