Assessoria de Investimentos: XP Future

Curitiba, PR. Posted 15 months ago

The role

You will act as an Investment Advisor, building and following a client portfolio in the high-income segment. You will prospect for clients, monitor investment portfolios and help with asset allocation decisions.

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 relationships through consultative work, growing your client portfolio

Required qualifications

Complete undergraduate degree
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, 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) and 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
XP Visa Infinite card with no annual fee

Before you apply

Those who are not yet CPA certified receive a free preparatory course with Academia Rafael Toro
Must not be an advisor or consultant tied to XP partner offices

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.