Assessoria de Investimentos: XP Future

The role

You will act as an investment advisor for high-income clients, building a client portfolio through consultative sales and prospecting. 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 them aligned with each client's profile and goal
• Work strategically on investment allocation, identifying opportunities and supporting wealth decisions
• Prospect and build lasting relationships through consultative service and grow your client portfolio

Required qualifications

• Completed university degree
• Commercial and relational profile and/or sales experience
• Interest in the investment market
• Not be an advisor or consultant linked 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 Benefícios (flexible VA and VR)
• Transportation voucher (Vale Transporte)
• New Value benefits club
• Parental leave: 6 months maternity, 20 days paternity
• Childcare allowance (Auxílio Creche)
• Exclusive investment funds
• Investment advisory service

Before you apply

• A CPA certification is needed to start in the financial market; the company offers a free preparatory course with Academia Rafael Toro to approved candidates who lack it
• Candidates must not be an advisor or consultant linked 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.