Officer Middle | Região Sul

The role

You will build and manage a portfolio of mid-sized business clients with annual revenue between R$ 30 million and R$ 500 million. You will offer financial solutions such as funding, FX, derivatives and structured operations, working in a consultative way in the South region.

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 a focus on after-sales
• Identify opportunities and structure banking and investment solutions
• Work with a business view to create value for the client 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 (PJ) 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 commercial profile: communication, relationship, negotiation and execution focused on results
• Confidence in 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
• 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
• 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

• Must be physically present in the area of operation (in-person model)
• Requires C-Pro R (formerly CPA-20), CEA or equivalent certification, as required by the position
• Hiring process includes a recruiter interview, a leadership and technical evaluation, a culture interview and an offer stage

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.