Assessoria de Investimentos

The role

You will work as an investment advisor, following client portfolios and making sure they match each client's profile and goals. You will also prospect for new clients and build lasting relationships through a consultative approach.

What you will do

• Follow investment portfolios and make sure they match each client's profile and goal
• Plan the allocation of investments and identify opportunities
• Support clients in decisions about their assets
• Prospect new clients
• Build lasting relationships through consultative work and grow your own client portfolio

Required qualifications

• Completed university degree
• Commercial and relationship profile and/or sales experience
• Interest in the investment market
• Not be an advisor or consultant tied to XP partner offices

Nice to have

• Basic knowledge of financial products such as fixed income, variable income and funds
• Experience in technology, payments, acquiring, consumer goods, financial services, fintechs or related areas
• Experience with prospecting and business development
• CPA or CPRO-R certification

Benefits

• Health plan
• Dental plan
• Wellhub (Gympass)
• Zenklub
• Life insurance
• iFood Benefits (flexible meal and food allowance)
• Transportation voucher
• New Value benefits club
• Parental leave: 6 months maternity, 20 days paternity
• Childcare allowance
• Exclusive investment funds
• Investment advisory service

Before you apply

• You need a completed degree to apply
• The XP Future program is for people with a prior sales, relationship or business development career who want to move into financial markets
• If you do not yet have CPA certification, the company offers a free preparatory course with Academia Rafael Toro after hiring

About the company

XP Inc. is one of Brazil's largest independent financial institutions, owner of the XP, Rico, Clear, XP Educação and InfoMoney brands. The posting says it has over 4.6 million active clients and more than R$ 1.1 trillion in assets under custody.