Account Officer | Forex

HRTx Inc.; Makati; Hybrid; PHP 600,000 - 900,000; Full time

Job summary

HRTx Inc. is seeking an Account Officer for Forex in Makati City. This client-facing role focuses on growing an assigned portfolio, uncovering new business opportunities, and delivering exceptional customer experience in a fast-paced forex environment.

You will present forex products, negotiate FX pricing, and ensure regulatory compliance while coordinating with operations, treasury, and compliance teams. A strong banking or financial services background and excellent relationship skills are

Qualifications

• Bachelor's degree in any 4-year course.
• At least 2 years of sales experience in banking or related field.
• Strong communication and presentation skills.
• Confident negotiator with ability to close deals.
• Customer-focused with ability to build long-term relationships.
• Comfortable with numbers and pricing movements.
• Organized and detail-oriented; manage multiple accounts.
• Good understanding of regulatory requirements in financial transactions.
• Team player who works across departments.

Responsibilities

• Own and grow assigned client accounts to increase volume and revenue.
• Identify, approach, and develop new leads and opportunities.
• Present forex products clearly and negotiate FX pricing.
• Ensure transactions meet regulatory requirements.
• Coordinate with operations, treasury, and compliance for service delivery.
• Provide product training to clients and internal stakeholders.
• Maintain records of leads, accounts, and transactions.
• Prepare sales updates for management.
• Monitor account performance and flag risks early.

Skills

Sales experience

Banking knowledge

Communication skills

Negotiation

Client management

Education

Bachelor's degree

Job description

Location: Makati City

Work Setup: Hybrid | Dayshift

Job Summary

The Account Officer for Forex will help grow the forex business. This is a client-facing sales role where you'll take ownership of an assigned portfolio of accounts, uncover new business opportunities, and build lasting relationships with clients. You'll present the company's products, negotiate FX rates, handle order bookings, and make sure every transaction meets regulatory requirements, all while delivering a great customer experience. Beyond closing deals, you'll work closely with other departments to keep service delivery smooth from start to finish, and you'll help clients get the most out of the company's offerings through product training and regular engagement. This is a strong opportunity for sales professionals with a banking or financial services background who want to grow in a fast-moving, high-volume forex environment.

Key Responsibilities

Sales & Account Management

• Take ownership of assigned client accounts and drive growth in volume and revenue
• Identify, approach, and develop new leads and business opportunities
• Present and sell the company's forex products and services in a clear, confident, and professional manner
• Negotiate FX pricing with clients, balancing competitiveness with company margins
• Build and maintain strong, long-term client relationships through regular check-ins and proactive follow-ups
• Understand each client's needs and recommend products that fit their requirements

Order Processing & Compliance

• Book client orders accurately and on time
• Verify that transaction details are complete and correct before processing
• Make sure all transactions and client dealings follow applicable regulatory requirements and company policies
• Escalate compliance concerns or irregularities to the appropriate team promptly

Customer Service & Coordination

• Provide excellent, responsive service to clients before, during, and after each transaction
• Address client questions, concerns, and issues promptly, escalating complex matters when needed
• Coordinate with other departments, such as operations, treasury, and compliance, to ensure smooth service delivery
• Conduct product training sessions for clients or internal stakeholders as needed

Tracking & Reporting

• Keep track of sales activities, client interactions, and progress across assigned accounts
• Maintain accurate and up-to-date records of leads, accounts, and transactions
• Prepare sales updates and reports for management when required
• Monitor account performance and flag opportunities or risks early

Qualifications

• Bachelor's degree in any 4-year course
• At least 2 years of sales experience in the banking industry or a related field
• Strong communication and presentation skills
• Confident negotiator with the ability to close deals and manage client expectations
• Customer-focused, with a genuine interest in building long-term relationships
• Comfortable working with numbers and understanding pricing and market movements
• Organized and detail-oriented, able to manage multiple accounts and deadlines
• Good understanding of, or willingness to learn, regulatory and compliance requirements in financial transactions
• Team player who works well across departments