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Wealth & Investment Management (WIM)

Wealth & Investment Management (WIM) is one of the nation’s leading providers of financial and investment services in the United States. We offer a full range of products and services to meet clients’ unique needs and help them achieve financial goals. Services include Brokerage, Comprehensive planning and advice, Estate planning strategies, Insurance, Investment management, Private banking, Retirement and Trust.

We have exciting referral opportunities under WIM in the Philippines! Click the roles below to find out more. Send your referrals and receive PhP10,000 or PhP20,000* referral incentive! 

Securities Operations Service Specialist 2

Operations Manager 1

Retire Plan Service Specialist 2

Customer Service Supervisor 2

After submitting your referral in the International Careers Portal and they’ve completed their profile in our careers page, the Recruitment team will reach out to your referrals over the phone for the next steps in the process. 

We have adjusted our hiring practices due to the COVID-19 situation and the related social distancing guidelines. As a result, throughout the application process, applicants may be asked to connect with us virtually. 

Share these Benefits Overview to your referrals:

  • Competitive Compensation (Global In House Company/Global Capability Center)
  • 15% night differential pay for those who are eligible 
  • Retirement Plan
  • Medical coverage plus free dependent on first day of employment 
  • Life Insurance
  • Paid time-off and sick leave with option to cash-out or carry over unused paid time-off
  • Merit-based compensation or Pay-for-performance
  • Tuition Fee Reimbursement Program
  • Wellness Programs
  • In-house fitness center with personal trainer
  • Sleeping quarters
  • Shuttle service to and from key point areas
  • Free parking space and provision for bike racks
  • State-of-the-art-building facilities - Basketball and Tennis couts, Olympic sized track, ampitheater, karaoke rooms, onsite food options like Seattle's Best, Barrio Fiesta, Fruitas, Potato Corner, Hen Lin and more

*Referral Program terms and conditions apply.