Assessoria de Investimentos: XP Future

The role

You will act as an investment advisor for high-income clients, managing investment portfolios and prospecting for new clients. This is a 12-month structured program for people moving from sales, relationship or business development into the financial market.

What you will do

• Monitor investment portfolios, keeping them aligned with each client's profile and goals
• Work strategically on investment allocation, identifying opportunities and supporting wealth decisions
• Prospect and build lasting client relationships through a consultative approach, building your own client portfolio

Required qualifications

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

Nice to have

• Basic knowledge of financial products (fixed income, equities, funds, etc.)
• 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
• New Value (benefits club)
• Parental leave: 6 months maternity, 20 days paternity
• Childcare allowance
• Exclusive investment funds
• Investment advisory

Before you apply

• CPA certification is needed to start; a preparatory course is offered free of charge to approved candidates who do not yet have it, in partnership with Academia Rafael Toro
• Hiring is under CLT (Brazilian formal employment)

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