Private B2B | Closer / Shadow Banker (Rio de Janeiro)

The role

Support the advisors who manage Private clients. Offer specialized help with wealth-related requests and help deliver a differentiated client experience.

What you will do

• Work together with advisors on Private client service.
• Support commercial meetings and the building of wealth solutions.
• Identify new business opportunities and deeper client relationships.
• Coordinate requests with XP ecosystem specialists.
• Ensure a high-quality client experience throughout the whole 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.
• Track record of consultative service to large wealth portfolios.

Benefits

• Health insurance.
• Dental insurance.
• 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

• The hiring process includes a Mindsight culture test and a Predictive Index logical reasoning test.
• The process includes a commercial assessment and several interviews, including one focused on culture.

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.