Officer Middle | Campinas

The role

You will originate, develop and manage a portfolio of corporate clients with annual revenue between R$ 30 million and R$ 500 million. The role offers banking and investment solutions such as capital raising, FX, derivatives and structured operations, with a focus on long-term client relationships.

What you will do

• Prospect and develop new clients, focused on building a portfolio
• Manage and grow a base of corporate (PJ) clients
• Build close, recurring relationships with clients, with a consultative approach and post-sale follow-up
• Identify opportunities and structure banking and investment solutions
• Work with internal teams to deliver a complete, high-level experience to the end client

Required qualifications

• Prior experience serving corporate (PJ) clients in the Middle Market, Corporate or Agro segments
• Sales experience with a portfolio, prospecting and relationship building with companies
• Physical presence in the work area, in person
• Strong communication, relationship, negotiation and results-focused execution skills
• Ability to read and analyze financial statements
• Knowledge of banking and investment products, including credit, fixed income, FX, 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 generate 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 insurance
• Wellhub (Gympass)
• Zenklub
• Life insurance
• iFood Benefits (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

• The hiring process includes a technical evaluation with the leader and a culture interview
• Certification (C-Pro R, CEA or equivalent) is required as stated 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.