Account Officer | Forex

Location: Makati City

Work Setup: Hybrid | Dayshift

Job Summary

The Account Officer for Forex will help grow the forex business. This is a client-facing sales role where you'll take ownership of an assigned portfolio of accounts, uncover new business opportunities, and build lasting relationships with clients. You'll present the company's products, negotiate FX rates, handle order bookings, and make sure every transaction meets regulatory requirements, all while delivering a great customer experience. Beyond closing deals, you'll work closely with other departments to keep service delivery smooth from start to finish, and you'll help clients get the most out of the company's offerings through product training and regular engagement. This is a strong opportunity for sales professionals with a banking or financial services background who want to grow in a fast-moving, high-volume forex environment.

Key Responsibilities

Sales & Account Management

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

Order Processing & Compliance

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

Customer Service & Coordination

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

Tracking & Reporting

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

Qualifications

Bachelor's degree in any 4-year course

At least 2 years of sales experience in the banking industry 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