Hybrid Forex Account Executive - Grow Client Portfolios

PM Consulting; Makati; Híbrido; PHP 420 000 - 540 000; Tempo integral

Resumo da oferta

PM Consulting is seeking an Account Officer for Forex in Makati to manage an assigned client portfolio, grow volume and revenue, and present forex products. You will negotiate FX pricing, ensure regulatory compliance, and coordinate with operations, treasury, and compliance to deliver seamless service.

The role emphasizes client training, relationship-building, and proactive follow-ups across a fast-moving forex environment. Hybrid work arrangement with dayshift hours is available.

Qualificações

• Bachelor's degree in any 4-year course.
• At least 2 years of sales experience in banking or a related field.
• Strong communication and presentation skills.
• Confident negotiator with the ability to close deals and manage client expectations.
• Customer-focused, with a genuine interest in building long-term relationships.
• Comfortable working with numbers and understanding pricing and market movements.
• Organized and detail-oriented, able to manage multiple accounts and deadlines.
• Good understanding of, or willingness to learn, regulatory and compliance requirements in financial transactions.
• Team player who works well across departments.

Responsabilidades

• Take ownership of assigned client accounts and drive growth in volume and revenue
• Identify, approach, and develop new leads and business opportunities
• Present and sell the company's forex products and services in a clear, confident, and professional manner
• Negotiate FX pricing with clients, balancing competitiveness with company margins
• Build and maintain strong, long-term client relationships through regular check-ins and proactive follow-ups
• Understand each client's needs and recommend products that fit their requirements
• Book client orders accurately and on time
• Verify that transaction details are complete and correct before processing
• Make sure all transactions and client dealings follow applicable regulatory requirements and company policies
• Escalate compliance concerns or irregularities to the appropriate team promptly
• Provide excellent, responsive service to clients before, during, and after each transaction
• Address client questions, concerns, and issues promptly, escalating complex matters when needed
• Coordinate with other departments, such as operations, treasury, and compliance, to ensure smooth service delivery
• Conduct product training sessions for clients or internal stakeholders as needed
• Keep track of sales activities, client interactions, and progress across assigned accounts
• Maintain accurate and up-to-date records of leads, accounts, and transactions
• Prepare sales updates and reports for management when required
• Monitor account performance and flag opportunities or risks early

Conhecimentos

Communication skills

Presentation skills

Negotiation

Customer focus

Relationship building

Attention to detail

Pricing & market movements

Team player

Cross-department collaboration

Formação académica

Bachelor's degree (any 4-year course)

Descrição da oferta de emprego

PM Consulting is seeking an Account Officer for Forex in Makati to manage an assigned client portfolio, grow volume and revenue, and present forex products. You will negotiate FX pricing, ensure regulatory compliance, and coordinate with operations, treasury, and compliance to deliver seamless service.

The role emphasizes client training, relationship-building, and proactive follow-ups across a fast-moving forex environment. Hybrid work arrangement with dayshift hours is available.