Officer Middle | Fortaleza

Fortaleza. Posted 4 months ago

The role

You will build and manage a portfolio of corporate clients (PJ) in the Middle Market segment, with revenue between BRL 30 million and BRL 500 million. The role covers acquiring new clients, managing the client base and keeping close contact after the sale.

What you will do

Win new clients and build a client portfolio
Manage the base of corporate (PJ) clients
Generate value for the client
Keep frequent contact and closeness with the end client after the sale
Work in a team with an entrepreneurial spirit
Apply knowledge of macroeconomics, finance and investments

Required qualifications

At least 3 years of prior experience serving corporate (PJ) clients in the Middle/Corporate segment
Physically based in Fortaleza (on-site model)
Commercial profile, strong communication and relationship skills, hands-on, resilient
Confident knowledge of banking products, credit, acquiring, cash, insurance and consortium
Broad knowledge of investments, fixed income, foreign exchange, derivatives, credit and capital markets
Organized, disciplined and intense
Completed higher education
C PRO-R (formerly CPA-20) or CEA certification

Nice to have

Knowledge of and relationships in the region, with the possibility of originating new business

Benefits

Health plan
Dental plan
Wellhub (Gympass)
Zenklub
Life insurance
iFood Benefits (flexible meal and food allowance)
Transport 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 Mindsight cultural test and a Predictive Index logical reasoning test
The process includes a commercial assessment, interviews with recruitment, leadership and the Head of Commercial, and a culture-focused interview
Your application is subject to the XP Inc. privacy policy, and the company may use artificial intelligence tools to support recruitment

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.