OCBC rolls out gen AI skills training programme for wealth advisors
Source: Asian Banking & Finance
Published on: 2026-04-16 06:31
It is now live in Singapore and will be rolled out in Malaysia and Hong Kong at a later date. OCBC has rolled out a generative AI-powered skills training programme for its wealth advisors in Singapore. The six-month programme will deploy gen AI to coach OCBC's 900-strong wealth advisor force in the city. Competencies include investment advisory, client management, product mastery, and wealth planning. The programme was developed over 12 months, using large language models (LLMs) guided by OCBC's anonymised insights on customer behaviors to generate training scenarios. The programme will be rolled out in Malaysia and Hong Kong at a later stage, with training content localised to the specific needs of wealth advisors in each market. Amongst scenarios include creating an investment portfolio that addresses customers' long-term needs, identifying a customer's risk profile, selling more ...
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