Officer Middle | São Paulo

The role

Work on the commercial team for Middle Market at the XP Inc. wholesale bank in São Paulo. The role is to find, develop and manage a portfolio of companies with annual revenue between R$ 30 million and R$ 500 million, offering banking and investment solutions.

What you will do

• Prospect and develop new clients, focusing on building a portfolio
• Manage and expand a base of corporate (PJ) clients
• Build close, recurring relationships with clients, with a consultative approach and focus on after-sales
• Identify opportunities and structure solutions in banking and investment products
• Work with a business view to create value for clients and sustainable portfolio growth
• Partner with internal areas to deliver a complete, high-level experience to the end client

Required qualifications

• Prior experience serving corporate clients in the Middle Market, Corporate or Agro segments
• Commercial experience with a portfolio, prospecting and relationship management with companies
• Physical presence in the area of operation, in-person model
• Strong communication, relationship, negotiation and results-focused execution
• Ability to read and analyze financial statements
• Knowledge of banking and investment products, including credit, fixed income, foreign exchange, derivatives and capital markets
• Organization, discipline, resilience and commercial intensity
• Complete higher education
• C-Pro R (formerly CPA-20), CEA or equivalent certification, as required for 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
• Additional certifications such as CFG, CGA or CFA
• Consistent track record of building and expanding a portfolio

Benefits

• Health insurance
• Dental plan
• Wellhub (Gympass)
• Zenklub
• Life insurance
• iFood Benefits (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 process: resume screening, recruiting interview, interview with the leader and technical assessment, culture interview, then an offer
• Certification C-Pro R (formerly CPA-20), CEA or equivalent is required for the position

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.