Forex Account Officer Davao

Our Clients; Davao City; Hybrid; PHP 350,000 - 620,000; Full time

Job summary

Our Clients in Davao City is seeking a Forex Account Officer for a hybrid role. You will proactively identify, generate, and convert new FX leads, presenting and selling FX products to clients while ensuring regulatory compliance.

You will manage client relationships and collaborate with Operations, Risk, and Treasury to deliver seamless service. The position requires a Bachelor’s degree and at least 2 years in banking/FX sales, with strong communication and CRM skills.

Qualifications

• Bachelor’s degree in Business, Finance, Economics, Marketing, or related field.
• At least 2 years of sales experience in banking, FX operations, or related financial services.
• Strong understanding of foreign exchange mechanics and regulatory standards.
• Proven track record in lead generation, consultative selling, and client acquisition.

Responsibilities

• Identify, generate, and convert new lead opportunities to drive FX sales.
• Present, promote, and sell FX products and services to clients.
• Negotiate pricing, structure terms, and book transactions accurately.
• Ensure compliance with AML and regulatory requirements.
• Maintain high client satisfaction through account management and service.

Skills

Lead generation

Consultative selling

Client acquisition

Account management

Communication skills

CRM proficiency

Education

Bachelor’s degree

Tools

CRM software

Spreadsheet software

Job description

Forex Account Officer
Davao | 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.