Account Officer | Forex

PM Consulting; Makati; Hybrid; PHP 420,000 - 540,000; Full time

Job summary

PM Consulting is seeking an Account Officer for Forex in Makati to manage an assigned client portfolio, grow volume and revenue, and present forex products. You will negotiate FX pricing, ensure regulatory compliance, and coordinate with operations, treasury, and compliance to deliver seamless service.

The role emphasizes client training, relationship-building, and proactive follow-ups across a fast-moving forex environment. Hybrid work arrangement with dayshift hours is available.

Qualifications

• Bachelor's degree in any 4-year course.
• At least 2 years of sales experience in banking 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.

Responsibilities

• 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
• 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
• 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
• 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

Skills

Communication skills

Presentation skills

Negotiation

Customer focus

Relationship building

Attention to detail

Pricing & market movements

Team player

Cross-department collaboration

Education

Bachelor's degree (any 4-year course)

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