Forex Account Officer (Hybrid - Cebu)

PM Consulting; Cebu City; Hybrid; PHP 446,000 - 781,000; Full time

Job summary

PM Consulting seeks an Forex Account Officer in Cebu, offering a hybrid work setup and a dayshift schedule. The role focuses on proactively generating and converting leads, selling FX products, and ensuring compliant, accurate transaction bookings.

The ideal candidate has a bachelor’s degree and at least 2 years in banking/FX sales, with strong CRM and negotiation skills to grow client portfolios.

Qualifications

• Bachelor’s degree in Business, Finance, Economics, Marketing, or related field.
• Minimum 2 years of sales experience in banking, FX, or financial services.
• Strong understanding of FX 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 with CRM tools, spreadsheets, and office applications.

Responsibilities

• Identify and convert new lead opportunities to drive sales growth across FX accounts.
• Present, promote, and sell comprehensive FX products and services to clients.
• Negotiate competitive FX pricing, structure trade terms, and book transactions accurately.
• Ensure AML and regulatory compliance with internal policies and national standards.
• Maintain high client satisfaction through dedicated account management and service.
• Monitor sales performance, pipeline activity, and market trends for management.
• Conduct product presentations and educational sessions for clients and partners.
• Coordinate with Operations, Risk, Compliance, and Treasury for seamless service delivery.

Skills

Lead generation

Consultative selling

Client acquisition

Account management

Interpersonal skills

Communication

Presentation

Negotiation

FX knowledge

CRM tools

Spreadsheet tools

Education

Bachelor's Degree

Tools

CRM tools

Spreadsheet software

Job description

Forex Account Officer
Cebu | 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.