Private B2B | Especialista em Wealth Planning

The role

You will help families structure their wealth in an efficient, safe and lasting way. You will run wealth diagnostics that include succession, tax and legal aspects, and work with advisors and specialists to put the strategies in place.

What you will do

• Run wealth diagnostics for families.
• Identify succession, tax and corporate planning opportunities.
• Structure solutions aligned with family goals.
• Work with advisors and specialists to implement strategies.
• Share knowledge on Wealth Planning with partner offices.

Required qualifications

• Experience in wealth and succession planning.
• Legal and tax knowledge applied to wealth.
• Consultative profile and excellent communication skills.
• Ability to turn complex topics into clear recommendations.

Nice to have

• Experience in Private Banking, Multi Family Office or specialized firms.
• Education in Law, Wealth Planning or related areas.
• Experience with national and international wealth planning structures.

Benefits

• Health insurance
• Dental insurance
• Wellhub (Gympass)
• Zenklub
• Life insurance
• iFood Benefits (flexible meal and food allowance)
• Transport voucher
• New Value (benefits club)
• Parental leave: 6 months maternity, 20 days paternity
• Childcare allowance
• Exclusive investment funds
• Investment advisory

Before you apply

• The hiring process includes the Mindsight culture test and the Predictive Index logical reasoning test.
• The process has several stages, including a commercial assessment, leadership interview, interview with the Head of Commercial and a culture-focused interview.

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