FX Account Lead (Hybrid) | Growth & Client Relations

PM Consulting; Philippines; Hybrid; PHP 600,000 - 900,000; Full time

Job summary

PM Consulting in Makati City seeks a Foreign Exchange Account Officer to drive growth by managing assigned client accounts, generating new business, and promoting FX products and services. The role emphasizes delivering competitive FX pricing, facilitating transactions, and ensuring regulatory compliance.

The position collaborates with internal teams to ensure efficient processing and exceptional service while pursuing sales targets and business development goals.

Qualifications

• Bachelor's degree is required.
• At least 2 years of sales experience in banking or financial services.
• Experience in Foreign Exchange, Treasury, or banking products is preferred.
• Proven track record in client acquisition, account management, or business development.

Responsibilities

• Develop and execute sales activities for assigned accounts to achieve targets.
• Identify and generate new leads and opportunities through prospecting and referrals.
• Build and maintain strong relationships with existing and prospective clients.
• Present, promote, and sell FX products based on client requirements and pricing.
• Coordinate with internal teams to ensure proper processing and completion of FX transactions.
• Monitor pipelines and follow up on opportunities while ensuring BSP compliance.
• Maintain accurate records of sales activities and client interactions.

Skills

Sales

Client relations

Negotiation

Presentation

Attention to detail

Analytical thinking

Education

Bachelor's degree

Job description

PM Consulting in Makati City seeks a Foreign Exchange Account Officer to drive growth by managing assigned client accounts, generating new business, and promoting FX products and services. The role emphasizes delivering competitive FX pricing, facilitating transactions, and ensuring regulatory compliance.

The position collaborates with internal teams to ensure efficient processing and exceptional service while pursuing sales targets and business development goals.