Alta Renda | Pool Expansão

The role

You will work as an investment advisor (Assessor(a) de Investimentos) for the XP Investimentos and Rico brands. You will advise clients on managing their wealth and build investment portfolios that fit each client's profile and goals.

What you will do

• Advise clients and help manage their wealth in the investment advisory segment
• Build investment portfolios in line with each client's profile and objectives
• Analyze external allocations, prepare exclusive comparative studies and identify opportunities
• Follow market trends and stay informed on the economic scenario
• Keep high-frequency contact with clients, online and in person

Required qualifications

• Commercial profile and strong communication skills
• High level of intensity and discipline for online contact with clients
• Basic knowledge of macroeconomics and current affairs
• Live in the city of São Paulo (100% on-site role)
• Higher education in progress (from the 5th semester) or completed
• If still in college, must be enrolled in an evening course
• Identify with the company culture

Nice to have

• Knowledge of financial products (fixed income, equities, funds and others)
• CPA-20 or CEA certification (the company provides the CPA-20 course free of charge, in partnership with Academia Rafael Toro, for approved candidates without it)

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
• Exclusive investment funds
• Investment advisory

Before you apply

• Must live in the city of São Paulo
• Must be enrolled in higher education from the 5th semester, or have completed it; if still in college, the course must be evening
• The CPA-20 or CEA certification is a plus, not required; the company offers the CPA-20 course free for approved candidates without it
• The job is on-site only (100% presencial)

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.