Strategic FX Trader for HNW Growth

PM Consulting; Philippines; On-site; PHP 420,000 - 660,000; Full time

Job summary

PM Consulting is seeking a treasury-focused professional in the Philippines to expand the FX client portfolio, provide market insights, and execute trades with precision. You will monitor currency movements and coordinate with back-office operations to ensure accurate settlements.

The role emphasizes regulatory awareness, ongoing professional development, and collaboration with the Forex department to support treasury tasks and client engagement.

Qualifications

• Education: Bachelor’s degree required.
• 1+ years of experience in a banking or institutional treasury environment.

Responsibilities

• Grow the client portfolio by targeting HNWIs and expanding FX client base.
• Provide strategic insights and trading recommendations on market developments and liquidity.
• Execute FX trades efficiently and seek profitable price differentials.
• Monitor real-time FX levels and currency pairs to anticipate market moves.
• Coordinate with Back Office for end-to-end trade processing and settlement accuracy.
• Stay updated on BSP rules and global market trends; attend industry seminars.

Skills

FX trading

Client portfolio growth

Market analysis

Back-office coordination

Regulatory compliance

Communication & negotiation

Professional development

Education

Bachelor's degree

1+ years banking/treasury experience

CTP (preferred)

Job description

Key Responsibilities

Portfolio Expansion & Client Outreach

• Client Portfolio Growth: Collaborate with the broader Forex team to target and engage high-net-worth individuals (HNWIs), expanding the firm's foreign exchange client base.
• Market Opportunity Analysis: Provide strategic insights and daily trading recommendations to the Head Trader and Forex Department Head regarding market developments, liquidity trends, and currency price differentials.

Trade Execution & Treasury Operations

• FX Trade Execution: Execute foreign currency transactions efficiently, leveraging market price differences and arbitrage opportunities to maximize profitability.
• FX Level Monitoring: Continuously monitor real-time foreign exchange levels, currency pairs, and economic indicators to anticipate market movements.
• Back Office Coordination: Partner with the Forex Back Office team to ensure smooth end-to-end transaction processing, trade reconciliation, and settlement accuracy.

Regulatory Compliance & Professional Development

• Regulatory Compliance: Stay fully abreast of global market trends and Bangko Sentral ng Pilipinas (BSP) rules, guidelines, and compliance standards.
• Skill Enhancement: Attend professional seminars, workshops, and industry updates to refine trading methodologies and keep pace with evolving financial technologies.
• Departmental Support: Fulfill additional treasury and trading assignments as directed by the Forex Department Head.

Requirements

Education & Experience

• Education: Graduate of any 4-year Bachelor’s degree program.
• Banking Experience: Minimum of 1+ years of experience within a banking or institutional treasury environment.

Certifications & Skills

• Preferred Certification: Certified Treasury Professional (CTP) designation is preferred, though not mandatory.
• Domain Knowledge: Strong understanding of foreign exchange mechanics, market liquidity, macroeconomics, and BSP regulatory frameworks.
• Communication & Sales Acumen: Excellent interpersonal and negotiation skills suitable for advising high-net-worth clients and senior treasury stakeholders.