Forex Account Officer (Makati/Cebu)

HRTx Inc; Cebu City; Hybrid; PHP 350,000 - 650,000; Full time

Job summary

HRTx Inc is seeking a sales professional to manage client accounts and promote foreign exchange products in Makati and Cebu. The role involves handling FX transactions, negotiating pricing, and coordinating trade requirements with internal teams.

The successful candidate will have at least 2 years of sales experience in financial services, strong communication and relationship-building skills, and a degree in any four-year field.

Qualifications

• Bachelor's degree in any four-year course.
• At least 2 years of sales experience, preferably within banking, financial services, or a related industry.
• Experience in account management, business development, or client relationship management is an advantage.
• Strong communication, negotiation, sales, and relationship-building skills.

Responsibilities

• Manage assigned client accounts and drive business growth by identifying new opportunities and developing prospective clients.
• Promote and present foreign exchange products and services, while providing clients with appropriate solutions based on their needs.
• Handle foreign exchange transactions, including pricing negotiations, order booking, and coordination of trade requirements.
• Maintain strong client relationships by providing timely assistance, addressing concerns, and ensuring a high level of customer service.
• Monitor sales activities and coordinate with internal teams to ensure accurate transaction processing, regulatory compliance, and seamless service delivery.

Skills

Communication skills

Negotiation skills

Sales skills

Relationship-building

Education

Bachelor's degree

Job description

Work Setup: Monday to Friday (3 days onsite, 2 days wfh)
Location: Makati & Cebu
Industry: Financial Services

Key Responsibilities

• Manage assigned client accounts and drive business growth by identifying new opportunities and developing prospective clients.
• Promote and present foreign exchange products and services, while providing clients with appropriate solutions based on their needs.
• Handle foreign exchange transactions, including pricing negotiations, order booking, and coordination of trade requirements.
• Maintain strong client relationships by providing timely assistance, addressing concerns, and ensuring a high level of customer service.
• Monitor sales activities and coordinate with internal teams to ensure accurate transaction processing, regulatory compliance, and seamless service delivery.

Qualifications

• Bachelor's degree graduate of any four-year course.
• At least 2 years of sales experience, preferably within banking, financial services, or a related industry.
• Experience in account management, business development, or client relationship management is an advantage.
• Strong communication, negotiation, sales, and relationship-building skills.
• Good understanding of financial products and services, with strong attention to compliance and customer service.