Assessoria de Investimentos: XP Future - Belo Horizonte

Belo Horizonte. Posted a month ago

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 regular contact with clients online and in person.

What you will do

Advise clients and help manage their wealth
Build investment portfolios in line with each client's profile and objective
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 undergraduate 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 (payments, acquiring, beverages, fintechs, etc.)
Prospecting experience
CPA or CPRO-R certification (if the selected candidate does not have CPA, XP provides the course for free, 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 a reply may take longer than for other XP roles
Hiring is under CLT

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