Forex Job Ad Templates

Tips for writing job advertisements for forex careers

Finding good employees for your forex brokerage is an important task. Good employees help you attract new FX traders and retain existing clients. Searching for and hiring forex employees can be costly, so it’s essential that your hiring process be as efficient as possible.

You’ll likely post ads online on job boards like Indeed. Keep reading for tips on writing job ads and some free templates for common roles.

General tips

Regardless of what role you need to fill, there are some things to do in all of your job ads.

• Use subheadings — Break your ad up into several sections. This will make it easy for candidates to quickly see whether they meet your minimum requirements and whether they’re interested in the job. Include a section Break it into 4 sections: company info, qualifications or requirements, job functions, and application instructions.
• Use bullet points — Job seekers often look through many job posts at once. Make sure yours is easy to skim by using bullet points. In some sections, you’ll need to use paragraphs. Keep those short so that the reader isn’t daunted by a big block of text.
• Tailor language for a global audience — Use a professional tone and avoid colloquial phrases. The forex industry is a global one, and candidates from around may look at your ad. Make sure it will clearly convey your message to non-native speakers.
• Include relevant compensation info — If you have specific information about the compensation for the role, include it in your ad. Specific information might include a salary range, amount of vacation time, unique perks, etc. If you don’t have anything specific to share, leave all mentions of compensation off. Lines like Competitive compensation and benefits make it sound like you have information that you simply aren’t willing to share with candidates.

Company info

The paragraph about your brokerage can be brief but should list enough information that a job search could do a web search for the company to learn more about it. This info demonstrates that it’s a reputable business and makes it look appealing as an employer.

Here’s an example.

Great FX Brokers LTD is a part of Global FX Trading, a leading forex and commodities brokerage. It was established in 2015 and is licensed by Vanuatu Financial Services Commission. Great FX Brokers provides direct access trade execution to institutional and retail traders for a wide variety of electronically traded products. It has offices in London, Hong Kong, and Vanuatu.

Jobs ad templates

Below we’ve created templates for job ads for forex traders, forex sales associates, and compliance officers. In a real job ad, we’d also include something like the company info paragraph shown above and details about how to submit an application.

Traders

Job function

• Deliver forex strategies to meet customer’s investment needs
• Monitor trends and developments in the financial services industry and recommend possible products and services that can enhance customer relationships, reduce customers FX risk, and generate income for the brokerage
• Manage trading accounts for retail investors
• Provide consistent forex views and coaching to sales staff related to forex products
• Support various kinds of sales activities & client meetings related to forex

Requirements

• Degree in finance, business, economics or a related field
• 3 years experience working on a dealing desk or investments team
• Licensed for selling investment products
• Professional certifications such as CFA/CFP will be an advantage
• High client retention rates and high levels of client satisfaction
• MT4 direct experience will be an advantage
• CurrentBusiness software experience an advantage
• Willing to work shifts as per market requirements
• Excellent spoken and written communication skills – multilingual skills are a bonus
• Excellent problem solving and analytical skills
• A genuine interest in financial markets and international business

Sales associates

Tasks

• Develop and maintain relationships with new and existing global clients achieving assigned sales targets
• Devise and recommend the best sales models and strategies in supporting forex business
• Contact customers via phone and email
• Host client forex workshops/webinars as “continuing education” and opportunity identification
• Manage the entire sales process from prospecting, identifying opportunities, selling customer solutions, and onboarding new clients
• Liaise with internal stakeholders to ensure that any customer queries are communicated effectively through the correct channels in the business
• Maintain a thorough, in-depth knowledge of the brokerage’s forex products and services, while staying up to date on market news and events

Requirements

• 1 year experience selling to investment products to clients, experience with retail forex clients an advantage
• A track record of meeting sales targets
• Excellent spoken and written communication skills – multilingual skills are a bonus
• CurrentBusiness software experience an advantage
• Willing to work shifts as per market requirements
• A genuine interest in financial markets and international business

Compliance officers

Tasks

• Develop, maintain and update internal procedures and controls to ensure compliance with applicable local and international regulations (e.g. KYC procedures, AML procedures, solicitation guidelines, employee compliance guidelines, etc.)
• Conduct enhanced customer due diligence as needed
• Submit suspicious activity reports as needed
• Liaise with the regulator, other parties as needed, respond to queries and communicate issues raised by regulators and follow up until final resolution
• Perform review of marketing materials, calls and other forms of customer communications
• Provide coaching to sales and trading staff related to compliance requirements

Requirements

• 1 year experience in KYC, AML or client due diligence experience in a regulated financial services environment
• Degree in law, business management or other related disciplines
• Detail oriented
• Excellent spoken and written communication skills – multilingual skills are a bonus
• Excellent analytical skills and experience of applying this in a regulatory context
• CurrentBusiness software experience an advantage
• Willing to work shifts as per market requirements
• A genuine interest in financial markets and international business

Not sure where to post your job ads or find good candidates? Check out our post on attracting forex employees.