OCBC senior mortgage specialists upskill to double as wealth advisers

They are set to offer advisory services to home loan clients on investment, insurance

- Sheila Chiang Business Correspondent

Mortgage specialists at OCBC Bank will be able to provide wealth advisory services to customers as well after a four-month upskilling programme.

As certified wealth advisers, they will be able to offer advisory services to home loan clients on a full spectrum of investment and insurance products a move which OCBC said will expand the individuals' areas of expertise and help boost the bank's premier banking proposition.

Singapore's second-largest bank by assets on Oct 6 said 15 senior mortgage specialists have been selected for the programme so far.

The first batch of nine with an average tenure of nine years as a mortgage specialist have completed the programme and stepped into their expanded roles on Oct 1. Participants of the programme will attain the Capital Markets and Financial Advisory Services certification administered by the Institute of Banking and Finance Singapore.

They will go through classroom training and on-the-job coaching. During initial client meetings, they will be accompanied by supervisors who will guide them on advisory conversations and engagement strategies.

They will also undergo annual refresher courses to stay current on developments in both mortgage and wealth management.