Assessoria de Investimentos: XP Future

The role

You will act as an investment advisor for high-income clients, building and following a client portfolio. You will allocate investments, support wealth decisions and prospect for new clients through consultative work.

What you will do

• Follow investment portfolios, keeping them aligned with each client's profile and goals
• Act strategically on investment allocation, identifying opportunities and supporting wealth decisions
• Prospect and build lasting client relationships through consultative work, growing your own client portfolio

Required qualifications

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

Nice to have

• Basic knowledge of financial products (fixed income, variable income, funds)
• Experience in technology, payments, acquiring, consumer goods, financial services, fintechs or related areas
• Experience in 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 (Vale Transporte)
• New Value benefits club
• Parental leave: 6 months maternity, 20 days paternity
• Childcare allowance
• Exclusive investment funds
• Investment advisory

Before you apply

• Program is a transition for people with a sales or relationship career into financial markets
• A free preparatory course for the CPA certification is offered to approved candidates who do not yet have it
• Candidates must not be advisors or consultants tied to XP partner firms

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. It reports over 4.6 million active clients and more than R$ 1.1 trillion in assets under custody.