Forex Account Officer (Hybrid) Davao

PM Consulting; Davao City; Hybrid; PHP 300,000 - 600,000; Full time

Job summary

PM Consulting seeks a Forex Account Officer in Davao for a hybrid, Monday to Friday dayshift role. You will drive growth by identifying and converting new FX leads, presenting FX products, and negotiating terms, while ensuring AML/compliance and high service levels.

The ideal candidate has a Bachelor’s degree in business/finance/economics, at least 2 years of sales in banking or FX, strong understanding of FX mechanics, and proven ability to generate leads, manage accounts, and use CRM tools

Qualifications

• Bachelor’s degree required in Business, Finance, Economics, Marketing, or related field.
• At least 2 years of Sales experience in banking, commercial FX operations, or related financial services.
• 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.

Responsibilities

• Proactively identify, generate, and convert new lead opportunities while driving sales growth across assigned FX accounts.
• Present, promote, and sell comprehensive FX products and financial services to clients.
• Negotiate competitive FX pricing, structure favorable trade terms, and execute transaction bookings accurately.
• Ensure full compliance with AML standards and regulatory requirements.
• Maintain high client satisfaction through dedicated account management and timely issue resolution.
• Monitor and report on sales performance, pipeline activity, and market trends.
• Conduct product presentations and educational sessions for clients and partners.
• Coordinate with Operations, Risk, Compliance, and Treasury to ensure seamless service delivery.

Skills

Sales experience

Lead generation

Communication skills

Negotiation skills

Account management

CRM proficiency

Presentation skills

Customer service

Education

Bachelor’s degree in Business/Finance/Economics/Marketing or related

Tools

CRM tools

Spreadsheet software

Office applications

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.