Foreign Exchange Account Officer (Makati/Cebu/Davao)

PM Consulting; Makati; Hybrid; PHP 600,000 - 900,000; Full time

Job summary

PM Consulting in Makati/Metro Manila is seeking a sales professional to manage assigned client accounts and drive growth by developing new opportunities with prospective clients. You will promote FX products, handle pricing discussions, order booking, and trade coordination while building strong client relationships through timely support and excellent service.

The role requires a Bachelor’s degree and 2+ years in sales within banking or financial services, with strong communication and

Qualifications

• Bachelor’s degree in any four-year course.
• 2+ years of sales experience, preferably in banking, financial services, or a related industry.
• Experience in account management, business development, or client relationship management is an advantage.
• Strong communication, negotiation, sales, and relationship-building skills.
• Good knowledge of financial products and services, with strong attention to compliance and customer service.

Responsibilities

• Manage assigned client accounts and drive business growth by developing new opportunities and prospective clients.
• Promote and present FX products and services while recommending solutions aligned with client needs.
• Handle FX transactions, including pricing discussions, order booking, and trade coordination.
• Build strong client relationships by providing timely support, resolving concerns, and delivering excellent service.
• Monitor sales activities and work with internal teams to ensure accurate processing, regulatory compliance, and smooth service delivery.

Skills

Communication

Negotiation

Sales

Relationship-building

Education

Bachelor’s degree in any four-year course

Job description

Work Setup: Monday to Friday | Hybrid
Location: Makati, Cebu, Davao
Industry: Financial Services

Key Responsibilities:

• Manage assigned client accounts and drive business growth by developing new opportunities and prospective clients.
• Promote and present FX products and services while recommending solutions aligned with client needs.
• Handle FX transactions, including pricing discussions, order booking, and trade coordination.
• Build strong client relationships by providing timely support, resolving concerns, and delivering excellent service.
• Monitor sales activities and work with internal teams to ensure accurate processing, regulatory compliance, and smooth service delivery.

Qualifications:

• Bachelor’s degree in any four-year course.
• 2+ years of sales experience, preferably in banking, financial services, or a related industry.
• Experience in account management, business development, or client relationship management is an advantage.
• Strong communication, negotiation, sales, and relationship-building skills.
• Good knowledge of financial products and services, with strong attention to compliance and customer service.