Forex Account Officer | Hybrid - Makati

PM Consulting; Philippines; Hybrid; PHP 420,000 - 780,000; Full time

Job summary

PM Consulting is seeking an Forex Account Officer in Makati with hybrid work options. The role emphasizes proactive sales for FX accounts, client education, and meticulous transaction execution.

Candidates should have 2+ years in banking/FX sales, a relevant bachelor's degree, strong negotiation skills and compliance awareness to drive growth and ensure excellent client service.

Qualifications

• Bachelor's degree in Business, Finance, Economics, Marketing or related field.
• At least 2 years of sales experience in banking, commercial FX or related financial services.
• Strong understanding of FX transaction mechanics, products and regulatory standards.
• Proven track record in lead generation, client acquisition and account management.

Responsibilities

• Identify, generate and convert new lead opportunities to drive sales growth for FX accounts.
• Present, promote and sell FX products and financial services to clients.
• Negotiate pricing, structure terms and execute bookings accurately.
• Ensure compliance with AML standards and regulatory requirements.
• Maintain high client satisfaction through proactive 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

Negotiation

CRM

Presentation

Education

Bachelor's Degree

Tools

CRM tools

Spreadsheet software

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.