Account Officer

Our Clients; Philippines; Hybrid; PHP 446,000 - 781,000; Full time

Job summary

Our Clients in Makati, Philippines, offers a hybrid role for a Forex Account Officer. You will manage sales activities for assigned accounts, present FX products, negotiate pricing, book orders, and coordinate with internal teams to ensure smooth service delivery.

Qualifications include a bachelor’s degree in any four-year course and at least 2 years of sales experience in banking or a related field, with strong client relationship skills and a compliance-minded approach.

Qualifications

• Bachelor's degree in any four-year course.
• At least 2 years of sales experience in banking or a related field.

Responsibilities

• Manage sales activities for assigned accounts.
• Present and promote company products to clients.
• Negotiate FX pricing and facilitate order bookings.
• Monitor and track sales activities.
• Generate leads and identify opportunities to support account growth.
• Follow up with prospective clients and develop new business opportunities.
• Build and maintain strong relationships with clients.
• Provide quality customer service and address client concerns.
• Assist clients with product- and account-related requirements.
• Ensure sales and account activities comply with applicable regulatory requirements.
• Handle FX pricing and order bookings accurately and efficiently.
• Conduct product training as needed.
• Coordinate with internal departments to support smooth and efficient service delivery.

Skills

Sales experience

Client relationship management

Regulatory compliance

Education

Bachelor's degree in any four-year course

Job description

Location: Makati

Work Setup: Hybrid

Role Overview

The Forex Account Officer is responsible for managing sales activities for assigned accounts, developing new business opportunities, and maintaining strong client relationships. The role handles product presentations, FX pricing negotiations, order bookings, regulatory compliance, and customer support while coordinating with internal teams to ensure smooth service delivery.

Responsibilities

Account & Sales Management

Manage sales activities for assigned accounts.

Present and promote company products to clients.

Negotiate FX pricing and facilitate order bookings.

Monitor and track sales activities.

Business Development

Generate leads and identify opportunities to support account growth.

Follow up with prospective clients and develop new business opportunities.

Client Relationship Management

Build and maintain strong relationships with clients.

Provide quality customer service and address client concerns.

Assist clients with product- and account-related requirements.

Compliance & Order Processing

Ensure sales and account activities comply with applicable regulatory requirements.

Handle FX pricing and order bookings accurately and efficiently.

Product Training & Coordination

Conduct product training as needed.

Coordinate with internal departments to support smooth and efficient service delivery.

Qualifications

• Bachelor's degree in any four-year course.
• At least 2 years of sales experience in the banking industry or a related field.