[Talent Pool] Especialista de Serviços Financeiros

Job Description

XP Inc., a major independent financial institution in Brazil, is seeking a Financial Services Specialist to join its product distribution structure. This role involves managing relationships with high-income individual clients, identifying business opportunities to bring clients to XP, and supporting transactional client needs related to digital accounts, credit cards, and other banking products and services. The company values a culture guided by a large dream, entrepreneurial spirit, client focus, and open mind.

Role Involves:
• Managing relationships with high-income individual clients.
• Identifying business opportunities.
• Supporting transactional client needs.

Requirements:
• Flexibility to learn and adapt to changes.
• Effective organization and prioritization skills.
• Strong interpersonal skills and enthusiasm for building relationships.
• Positive communication and interaction with clients and stakeholders.
• Completed higher education.
• Commercial profile.
• CPA-20 certification is a plus.

What XP Inc. Offers:
• Health and dental plans.
• Wellhub (Gympass) and Zenklub access.
• Life insurance.
• Flexible VA/VR iFood benefits.
• Transportation allowance.
• New Value benefits club.
• Extended parental leave.
• Childcare assistance.
• Exclusive investment funds and investment advisory.
• XP Visa Infinite card without annuity.
• Credit options.

The position is based in São Paulo, with a flexible in-person work model that values personal interactions and the office environment.