Foreign Exchange Account Supervisor

HRTX; Makati; Hybrid; PHP 600,000 - 900,000; Full time

Job summary

HRTX in Makati City is seeking a results-driven FX sales professional to manage client relationships, qualify leads, and drive revenue in a hybrid environment.

You will negotiate FX pricing, process client applications, onboard customers, and work with teams across departments to ensure compliance and strong performance.

The ideal candidate has a 4-year degree and at least 2 years of FX and sales experience, with a focus on digital sales and client presentations.

Qualifications

• Bachelor’s degree in any 4-year field.
• Minimum 2 years of FX and sales experience in banking or related sector.
• Background in digital sales and client presentations is preferred.
• Must show a drive for achievement and growth.

Responsibilities

• Qualify leads, execute sales strategies, present to clients, respond to inquiries, and build relationships.
• Negotiate FX pricing, submit applications, book FX orders, and ensure AMLC/BSP compliance.
• Support marketing events, monitor competitor activity, and assess market conditions.
• Train clients on product usage, verify payments and documents, and run quality checks.
• Maintain customer databases, track sales activity, compile reports, and collaborate across departments.

Skills

Sales skills

Relationship management

Digital sales

Client presentations

Attention to detail

Result-driven

Education

Bachelor's degree (4-year)

Job description

Hybrid (5x a month RTO) | Day Shift | Makati City

Key Responsibilities

• Sales & Relationship Management: Qualify leads, execute sales strategies, conduct presentations, respond to inquiries, and build client relationships.

• FX Operations: Negotiate pricing, submit client applications, book FX orders through traders, and enforce AMLC/BSP regulatory compliance.

• Marketing & Market Intelligence: Support promotional events and campaigns while monitoring competitor activity and market conditions.

• After-Sales & Onboarding: Train clients on product usage, verify transaction documentation (proof of payments, ATP), and run quality checks.

• Administration & Reporting: Maintain customer databases, track sales activity records, compile reports, and collaborate across departments.

Qualifications

• Education: Bachelor’s degree in any 4-year field

• Experience: Minimum 2 years of FX and sales experience in banking or a related sector, ideally with a background in digital sales and client presentations.

• Core Skills & Mindset: Proven ability to acquire new accounts, detail-oriented, strong grasp of basic sales principles, and a high drive for achievement.

• Leadership Competencies: Skilled in coaching, fostering teamwork, driving execution, setting strategic direction, and achieving sustainable growth with courage and authenticity.