Assessoria de Investimentos: XP Future

Rio de Janeiro - RJ. Posted 19 months ago

The role

You will act as an investment advisor for high-income clients, building a client portfolio through consultative sales. You will monitor investment portfolios and help allocate investments to match each client's profile and goals.

What you will do

Monitor investment portfolios, keeping each one aligned with the client's profile and objective
Allocate investments strategically, identifying opportunities and supporting wealth decisions
Prospect and build lasting client relationships through consultative work
Build your own client portfolio

Required qualifications

Complete undergraduate degree (Graduação completa)
Commercial and relational profile and/or sales experience
Interest in the investment market
Not an advisor or consultant tied to XP partner offices

Nice to have

Basic knowledge of financial products (fixed income, variable income, funds, etc.)
Experience in technology, payments, acquiring, consumer goods, financial services, fintechs or related sectors
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

Before you apply

The CPA preparatory course is provided free of charge to approved candidates who do not yet have the CPA certification, in partnership with Academia Rafael Toro
Candidates must not be advisors or consultants linked to XP partner offices
Candidates may use AI tools in the hiring process, and must accept the privacy policy when applying

About the company

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