Forex Account Officer

Our Clients; Philippines; Hybrid; PHP 600,000 - 900,000; Full time

Job summary

Our Clients in the Philippines is seeking a Forex Account Officer to drive growth across foreign exchange accounts. The role blends sales with product knowledge, requiring proactive lead generation, client acquisition, and the presentation of comprehensive FX solutions.

You'll coordinate with Operations, Risk, Compliance, and Treasury to ensure seamless service delivery, maintain AML compliance, and report on pipeline activity and market trends while delivering outstanding customer service.

Qualifications

• Bachelor’s degree in any 4-year field.
• At least 2 years of sales experience in banking/FX or related financial services.
• Strong understanding of foreign exchange transaction mechanics and regulatory standards.
• Proven track record in lead generation and client acquisition.
• Excellent interpersonal, communication, presentation, and negotiation skills.
• Proficient with CRM tools and MS Office.

Responsibilities

• Identify and convert new FX account leads to grow sales.
• Present and sell FX products to clients.
• Negotiate pricing and terms; book trades accurately.
• Ensure AML and regulatory compliance.
• Maintain high client satisfaction through account management.
• Track sales performance, pipeline, and market trends.
• Conduct product presentations and client education.
• Coordinate with Operations, Risk, Compliance, and Treasury for seamless service delivery.

Education

Bachelor’s degree

Tools

CRM software

Microsoft Excel

Office applications

Job description

Forex Account Officer
Makati | Hybrid | Monday - Friday | Dayshift

key responsibilities

• Proactively identify, generate, and convert new lead opportunities while driving sales growth across assigned foreign exchange accounts.
• Present, promote, and sell comprehensive FX products and financial services to prospective and existing clients.
• Negotiate competitive foreign exchange pricing, structure favorable trade terms, and execute transaction bookings accurately and efficiently.
• Ensure full, strict compliance with internal operational policies, Anti-Money Laundering (AML) standards, and national financial regulatory requirements.
• Maintain high client satisfaction through dedicated account management, timely issue resolution, and exceptional customer service.
• Monitor, track, and regularly report on individual sales performance, pipeline activity, and emerging market trends to management.
• Conduct product presentations and educational sessions for clients and partners to drive product awareness and adoption.
• Coordinate closely with internal units—including Operations, Risk, Compliance, and Treasury—to ensure smooth, seamless service delivery.

qualifications

• Educational Background: Bachelor’s Degree Graduate of any 4-year course (preferably in Business, Finance, Economics, Marketing, or a related field).
• Work Experience: At least 2 years of Sales experience in the banking industry, commercial FX operations, or a related financial services field.
• Strong understanding of foreign exchange transaction mechanics, financial products, and regulatory standards.
• Proven track record in lead generation, consultative selling, client acquisition, and account management.
• Excellent interpersonal, communication, presentation, and negotiation skills.
• Proficient in handling CRM tools, spreadsheet software, and office applications.