Consultoria de Investimentos B2B

The role

You will support clients in building investment strategies, develop long-term client relationships, and offer solutions that match their financial goals. The role serves B2B clients, including AAI offices and XP partners.

What you will do

• Prospect and develop new clients
• Provide investment consulting, guiding clients in managing their wealth
• Build investment portfolios aligned with each client's profile and goals
• Analyze market opportunities and build well-founded investment recommendations
• Maintain close relationships with clients, following their needs and financial goals

Required qualifications

• Experience or strong sales profile, with ease in active prospecting and building a client portfolio
• Excellent communication and ability to build trusted relationships over the medium and long term
• Discipline and consistency to work in a goal-driven environment
• Interest and knowledge of the financial market and investments
• CEA, CFP, CFA, C-Pro R, C-Pro I, CPA-20 and/or CGA certification

Nice to have

• Constant monitoring of market trends and the economic scenario, ensuring recommendations are always grounded

Benefits

• Health plan
• Dental plan
• 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

• Certification in CEA, CFP, CFA, C-Pro R, C-Pro I, CPA-20 and/or CGA is listed as a requirement

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.