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Job Description
XP Inc., a leading independent financial institution in Brazil, is offering an opportunity to become an investment advisor through the XP Future program in Ribeirão Preto. This program is designed for professionals with strong commercial skills seeking a career transition into the financial market. The role involves advising clients on wealth management, creating investment portfolios, analyzing market trends, and maintaining client relationships both online and in person.
Role Involves:
- Advising clients on wealth management.
- Creating investment portfolios aligned with client profiles and objectives.
- Analyzing external allocations and identifying opportunities.
- Monitoring market trends and staying informed about economic developments.
- Maintaining frequent contact with clients online and in person.
Requirements:
- Alignment with XP Inc.'s culture.
- Completed or final year of a bachelor's degree (night shift).
- Availability to work in a hybrid model in Campinas.
- Commercial and interpersonal skills.
- Commercial experience (preferably in new business prospecting).
- Curiosity about the investment world.
- Interest in a career transition.
- Experience in other market segments (e.g., payment methods, fintech).
- Not currently an Investment Advisor or Autonomous Agent (AAI).
What role offers:
- Health and dental plans.
- Wellhub (Gympass) and Zenklub access.
- Life insurance.
- Flexible iFood benefits (VA and VR).
- Transportation allowance.
- New Value benefits club.
- Parental leave (6 months for maternity, 20 days for paternity).
- Childcare assistance.
- Exclusive investment funds.
- Investment advisory services.
- XP Visa Infinite card without annual fee.
- Credit options (e.g., payroll loans, home equity).
