Gerald Bautista

Head of Agency, Bank & Alternative Distribution Channel

Sun Life Asset Management

Profile:

Mr. Bautista, is currently the Head of Agency, Bank & Alternative Distribution Channel for SLAMCI Sales. He joined the company in 2008 and has been instrumental for the growth and expansion of the bank, brokerage and online channel business for Sun Life Asset Management. He recently took on the role as Head of the Agency channel in 2019; wherein he institutionalized sales growth strategies, risk policies and distribution channel management practices. Mr. Bautista has been in the mutual fund industry for two decades now. Prior to joining the financial sector, he had a short stint with the government under the Foreign Service Institute, Dept. of Foreign Affairs as a research assistant. Thereafter, he joined the asset management industry as a Business Development Officer and subsequently handled Institutional Sales for Philam Asset Management, Inc. After his post-graduate program, he moved to the banking industry with Standard Chartered Bank handling Trust Marketing functions and was promoted as Product Manager handling various financial instruments, including - mutual funds, structured notes, time deposits and bancassurance products. In 2008, Sun Life Asset Management hired him to further develop and expand its distribution channels. He is a graduate of De La Salle University, Manila with a Bachelor of Arts degree in Political Science. He took his higher education at Oxford Brookes University Business School in Oxford, United Kingdom where he obtained a Master’s degree in Business Administration focusing on Global Marketing Strategy (with Merit). He is a Certified Investment Solicitor (CIS) with the Securities & Exchange Commission.

The latest articles from Gerald Bautista

Publications & Thought Leadership

The Evolution of Wealth Management in the Philippines in Times of Great Uncertainty A group of local and international experts joined for the virtual Hubbis Digital Dialogue of October 29 to consider some of the critical changes taking place in the global and regional Asian wealth management industry, discussing in particular how the Philippines’ competitive landscape is changing,....

The latest events from Gerald Bautista

3.00pm - 4.00pm HKT/SGT

Philippines Wealth Management – Evolution of the Market & Key Trends Ahead

A group of local and international experts will preside over the Hubbis Digital Dialogue of October 29, to consider some of the critical changes taking place in the global and regional Asian wealth management industry, discussing in particular how the Philippines’...