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​​OCBC Private Client Programme in partnership with ABS and WMI

Published on: 30-May-2017

​Date: 05-30-2017
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From left to right: Wyson Lim, Head of Consumer Financial Services, OCBC Malaysia, Lawrence Yeo, WMI Faculty, Ong Eng Bin, CEO, OCBC Malaysia, Dr. Aaron Low, WMI Faculty and Lee Hock Boon, Director, WMI.


In May this year, Wealth Management Institute (WMI) teamed up with Asian Banking School (ABS), to provide training for OCBC Malaysia's Premier Banking and Private Client relationship managers.

A group of more than 50 bankers went through a week long training by leading subject matter experts and senior practitioners who were flown to Kuala Lumpur for this programme.

Their curriculum was carefully designed with OCBC Head of CFS and specially curated by WMI to incorporate the right set of topics and competencies to serve the high net worth segment successfully.

The OCBC Private Client Programme in partnership with ABS and WMI was extremely well received and the following are testimonials from participants on the lecturers and the programme:​​

  • "Giving us real life stories and examples that we can use for effective communication. Improves our way of doing business."
  • "Overall programme is interesting, good, very informative and would be very applicable in our current workplace. ​​It enhances my knowledge.​"
  • "The soft skills trainer presented his session very lively manner and it was truly inspiring. This helps me a lot in communicating with private clients and meeting their expectation in another different level."
  • "Wonderful programme, very lively, relevant and heartfelt."​​

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