OCBC launches generative AI training programme for wealth advisors

OCBC announced on Apr. 15, 2026, that it has launched a training programme for 900 of its wealth advisors in Singapore that will be powered by Generative Artificial Intelligence.

The 6-month programme will use GenAI to train up its staff on areas like wealth planning, client management and investment advisory.

Why GenAI is better

Developed over 12 months, it used large language models (LLMs) guided by OCBC’s anonymised proprietary insights on customer behaviours.

This helped them develop realistic training scenarios free of "bias and emotions" that may influence coaching led by supervisors.

Such scenarios include helping a customer to create an investment portfolio based on their long-term needs, with the programme adjusting its responses and behaving like a customer would in a real-life setting.

After each session is done, supervisors are provided with a GenAI-generated gap-analysis report that details the wealth advisor’s level of competency and highlights specific areas for improvement.

The advisors can then practise their weak spots on their own, without needing to wait for a supervisor to be available.

OCBC found that previous training sessions were conducted in person and were dependent on a supervisor's availability.

Wealth advisors can take up to three weeks to secure a training session with their supervisors, who typically have to coach up to 10 staff, OCBC noted.

This is in addition to having other responsibilities, which resulted in inconsistent evaluation standards and feedback quality across different supervisors.

"This ensures all wealth advisors are trained in responsible advisory and regulatory conduct consistently and at a high professional standard, at scale," OCBC said.

Results and future plans

OCBC said the programme has delivered positive results since its implementation.

Within the first three months of training, wealth advisors demonstrated a high level of customer engagement, securing double the number of weekly client appointments compared with others who had not yet undergone the programme.

They also recorded a 50 per cent hike in revenue compared with the three months prior, with the wealth advisors saying that the realism of the scenarios and the feedback framework of the programme helped to improve their performance.

The programme will also 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.

Customer scenarios, assessments and learning pathways will also be customised to reflect local products, regulatory requirements and customer behaviours.

Sunny Quek, OCBC’s Head of Global Consumer Financial Services, said: “We now have a powerful programme for our wealth advisors to help them quickly grasp the skills relevant to build confidence and strong knowledge on products and financial industry regulations. The right customers must be sold the right products at the right time.

He added that the GenAI programme reinforces OCBC's commitment to using AI, digital and data capabilities to deliver customer-centric experiences.

Top image by Mothership