Assessoria de Investimentos: XP Future

The role

You will advise clients on managing their wealth and build investment portfolios that match each client's profile and goals. You will also analyze external allocations, track market trends and keep in frequent contact with clients, online and in person. The role is part of the XP Future program for Investment Advisors.

What you will do

• Advise clients and help manage their wealth
• Build investment portfolios in line with each client's profile and objectives
• Analyze external allocations and prepare exclusive comparative studies
• Identify investment opportunities
• Track market trends and the economic scenario
• Keep a high frequency of 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

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 approved candidate does not have CPA, XP provides the course free of charge in partnership with Academia Rafael Toro

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, 20 days paternity
• Childcare allowance
• Exclusive investment funds
• Investment advisory

Before you apply

• Candidates must not be advisors or consultants linked to XP partner offices
• This is a talent pool; there may be no open position now and responses may take longer than other XP roles

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.