Banker Sênior B2B | XP Private

The role

You will support partner offices of independent agents and advisors in prospecting and serving Private clients. You will also lead the commercial strategy of these offices for clients with assets above R$ 10 million.

What you will do

• Implement projects and training within partner offices.
• Work on prospecting and serving Private clients.
• Implement commercial strategies with the Heads Comerciais / Capitão Private of the office to grow results with HN and UHN clients.
• Build close relationships with the main partners of the autonomous agent offices.
• Act as the connection point with the Private Bank and Wholesale Bank areas to fully meet client needs.

Required qualifications

• Experience as a Banker in the Private segment.
• Knowledge of asset allocation, wealth planning, structured operations and offshore.
• Experience in B2B.
• Availability for travel.

Nice to have

• Knowledge of offshore market and credit.
• CFP and/or CFA certification.

Benefits

• Health plan
• Dental plan
• Wellhub (Gympass)
• Zenklub
• Life insurance
• iFood Benefícios (VA and flexible VR)
• Transport voucher
• New Value benefits club
• Parental leave: 6 months maternity, 20 days paternity
• Childcare allowance
• Exclusive investment funds
• Investment advisory

Before you apply

• Experience as a Private Banker is required.
• Availability for travel is required.

About the company

XP Inc. is one of Brazil's largest independent financial institutions, owning 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.