The Forex Account Officers primary objective is to contribute to the growth and profitability of the Company by planning and implementing all sales activities on assigned accounts or areas. While carrying this out, you shall be responsible for ensuring customer satisfaction and managing the quality of product and service delivery.


Sales Account Management

  • Ensure product and process knowledge expertise of the Forex Departments services;
  • Generate and qualify leads or partner referrals;
  • Prepare sales action plans and strategies;
  • Schedule sales activities and follow up results/outcomes of these activities;
  • Make sales calls to new and existing clients;
  • Personally develop and/or assist in the development of presentations of Company products and services to current and potential clients
  • Conduct or participate in the presentation of Company products and services to current and potential clients;
  • Negotiate with clients and assist in them in the completion, collation, submission of all documentary requirements to enable them to avail of the Companys products and services;
  • Personally develop and/or assist in developing sales proposals;
  • Respond to sales inquiries and concerns by phone, electronically or in person;
  • Ensure and enhance customer service satisfaction and good client relationships;
  • Ensure adherence of the client to the company, AMLC, and
    BSPs regulatory requirements.

FX Trading

  • Provide and negotiate FX pricing with the client;
  • Book FX orders through the units Traders

Marketing Function

  • Assist in the development and maintenance of sales and promotional materials;
  • Assist in planning and conducting direct marketing activities;
  • Participate in marketing and sales events;
  • Monitor competitors, market conditions and product development;

Sales Training

  • Conduct product training, as and when required by your immediate or Department head;


  • Train/assist clients to effectively and efficiently avail of the Companys products and services
  • Perform quality checks on product and service delivery;
  • Ensure submission of transaction references such as proof of payment, ATP, and other documents that may be required after an order has been booked

Report and Document Management

  • Develop and maintain a customer database;
  • Maintain sales activity records and prepare sales reports;
  • Coordinate with other Departments as and when necessary to carry out tasks and responsibilities;


  • Perform tasks that may be assigned from time to time.

Competency Requirements

A. Foundational Competencies
1. Integrity
2. Teamwork
3. Responsibility
4. Innovation
5. Friendliness

B. Technical Competencies
1. Attention to details
2. Knowledge of basic principles and practices of sales & business principles.
3. Able to acquire new accounts.
4. Rich sense of achievement
5. Closing Sales
6. Digital SalesExperience in making presentations & sales (applicable to previous work experience).

C. Personal Competencies
1. Driven to Excel
2. Driven to Serve
3. Communication
4. Analytical Thinking & Problem Solving
7. Digital Competence
8. Information Security Know-how
9. Quality Management System Know-how

D. Leadership Competencies
1. Coaching & Developing
2. Fostering Teamwork
3. Achieving Result
4. Sustainable Growth
5. Courageous Authenticity
6. Establishing Directions
7. Ensuring Execution

Job Specifications

  • Education: Bachelors Degree Graduate of any 4-year course.
  • Experience: At least 2 years of Sales experience in banking industry or related field