Private B2B | Investor Specialist

The role

You will help build high-quality portfolios for Private clients by finding sophisticated investment opportunities. You will also raise the quality of the recommendations offered by the branch offices.

What you will do

• Analyze Private client portfolios.
• Build allocation recommendations aligned with each client's profile and wealth objectives.
• Present structured products, exclusive assets and Club Deals opportunities.
• Support advisors in meetings with strategic clients.
• Share technical investment knowledge with the branch offices.

Required qualifications

• Strong knowledge of investment allocation.
• Experience with high-income clients.
• Knowledge of structured products, equities, private credit and alternative assets.
• Analytical and consultative profile.

Nice to have

• Experience in Asset Management, Wealth Management or Investment Advisory.
• CFA®, CGA®, CFP® certifications or similar.
• Experience with international and alternative investments.

Benefits

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

Before you apply

• Hiring process: resume screening, Mindsight and Predictive Index tests, interviews with recruiting, commercial evaluation, leadership, Head of Commercial and culture, then an offer.

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.