Officer Middle - Mato Grosso

The role

You will originate, develop and manage a portfolio of mid-market business clients with revenue between R$ 30 million and R$ 500 million in Mato Grosso. You will offer full financial solutions and build long-term client relationships.

What you will do

• Prospect and develop new clients, focusing on building a portfolio
• Manage and expand a base of corporate (PJ) clients, including Agro segment where applicable to the region
• Build close, recurring relationships with clients through consultative work and after-sales follow-up
• Identify opportunities and structure banking and investment product solutions
• Act with a business view to create value for clients and sustainable portfolio growth
• Work with internal areas to deliver a complete, high-level experience to the end client

Required qualifications

• Prior experience serving corporate (PJ) clients in Middle Market, Corporate or Agro segments
• Commercial experience with a portfolio, prospecting and relationship management with companies
• Physical presence in the area of operation, predominantly on-site
• Strong communication, relationship, negotiation and execution skills
• Confidence reading and analyzing financial statements
• Knowledge of banking and investment products, including credit, fixed income, FX, derivatives and capital markets
• Organization, discipline, resilience and commercial intensity
• Completed higher education degree
• C-Pro R (formerly CPA-20), CEA or equivalent certification, as required by the position

Nice to have

• Knowledge of the local market and relevant relationships in the region
• Ability to originate new business on a recurring basis
• Experience with Agro segment clients, where applicable to the region
• Additional certifications such as CFG, CGA or CFA
• Consistent track record of building and expanding a portfolio

Benefits

• Health insurance plan
• Dental plan
• Wellhub (Gympass)
• Zenklub
• Life insurance
• iFood Benefícios (flexible meal and food allowance)
• 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

• Hiring is under the CLT regime
• Required certification: C-Pro R (formerly CPA-20), CEA or equivalent, as required by the position
• Selection process: resume screening, recruiting interview, leadership/technical evaluation, culture interview, then offer

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