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Job Description
XP Inc., a major independent financial institution in Brazil, is offering an opportunity to join their XP Future program in Piracicaba. This initiative is designed for professionals with strong commercial skills seeking a career transition to become investment advisors. The role involves advising clients on wealth management, creating investment portfolios, analyzing market trends, and maintaining client relationships both online and in person.
The role involves:
- Advising clients on wealth management
- Creating investment portfolios
- Analyzing market trends
- Maintaining client relationships
Requirements:
- Alignment with XP Inc.'s culture
- Completed higher education or last year of night school
- Availability to work in a hybrid model in Piracicaba
- Commercial and relational profile
- Commercial experience (preferably in new business prospecting)
- Curiosity about the investment world
- Interest in a career transition
- Experience in other market segments
- Not currently an Investment Advisor or Autonomous Agent (AAI)
XP Inc. offers:
- Health and dental plans
- Wellhub (Gympass) and Zenklub access
- Life insurance
- Flexible iFood benefits (VA and VR)
- Transportation voucher
- New Value benefits club
- Extended parental leave
- Childcare assistance
- Exclusive investment funds
- Investment advisory services
- XP Visa Infinite card without annuity
- Credit options
