Private B2B | Closer / Shadow Banker

The role

Support advisors who manage high-income Private clients. Work with advisors on client needs, wealth solutions and new business opportunities.

What you will do

• Act together with advisors in serving Private clients
• Support commercial meetings and building of wealth solutions
• Identify new business opportunities and deeper client relationships
• Coordinate demands with XP ecosystem specialists
• Ensure excellence in the client experience throughout the journey

Required qualifications

• Experience with high-income clients
• Knowledge of financial products and wealth solutions
• Excellent communication and relationship skills
• Organization and ability to work in a commercial environment

Nice to have

• Previous experience in Private Banking or Family Office
• CFP, CEA or CFA certifications
• History of consultative service to large fortunes

Benefits

• Health plan
• Dental plan
• Wellhub (Gympass)
• Zenklub
• Life insurance
• iFood Benefícios (flexible VA and VR)
• 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 is under CLT
• Hiring process includes a Mindsight cultural test and a Predictive Index logical reasoning test
• Process includes several interviews, including a commercial assessment 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.