Assessoria de Investimentos: XP Future

São José dos Campos. Posted 2 months ago

The role

You will advise clients on their investments and help manage their wealth. You will build investment portfolios that match each client's profile and goals, and keep clients informed about the market.

What you will do

Advise and help manage clients' wealth
Build investment portfolios in line with each client's profile and objective
Analyze external allocations and prepare exclusive comparative studies
Identify investment opportunities
Follow market trends and the economic scenario
Keep frequent contact with clients, online and in person

Required qualifications

Completed university degree
Commercial and relationship profile and/or sales experience
Interest in the investment market
Not an advisor or consultant linked to XP partner offices

Nice to have

Basic knowledge of financial products (fixed income, equities, funds, etc.)
Experience in other segments (payment methods, acquiring, beverages, fintechs, etc.)
Prospecting experience
CPA or CPRO-R certification (if the selected candidate does not have CPA, the course is provided free of charge in partnership with Academia Rafael Toro)

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, 20 days paternity
Childcare allowance
Exclusive investment funds
Investment advisory

Before you apply

This is a talent pool, so the response may take longer than other XP openings
XP provides support to obtain the CPA certification

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