Assessoria de Investimentos - ABC

ABC Paulista. Posted 6 months ago

The role

You will help clients manage their investments and keep their wealth on track toward their financial goals. You will also follow market trends and connect clients to the wider XP ecosystem.

What you will do

Maintain relationships with clients
Guide clients in wealth management so they reach their financial goals
Follow market trends and stay informed
Connect clients to the XP ecosystem

Required qualifications

Curious profile, able to build connections, and ambitious
Intensity and organization for contact with clients
Basic knowledge of macroeconomics and current affairs
Higher education in progress (from the 3rd semester) or completed
If still in university, must be enrolled in an evening course
Availability to work on-site in the ABC region

Nice to have

Knowledge of financial products (fixed income, variable income, funds and others)
CPA-20 or CEA certification (if you do not have it, the Academia Rafael Toro course is provided free to those approved)

Benefits

Health insurance
Dental insurance
Wellhub (Gympass)
Zenklub
Life insurance
iFood Benefícios (flexible meal and food allowance)
Transportation voucher
New Value (benefits club)
Parental leave: 6 months maternity and 20 days paternity
Childcare allowance
Exclusive investment funds
Investment advisory

Before you apply

A PI test is mandatory and will be sent by email after you submit your application

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 more than 4.6 million active clients.