Job Description
This job posting is for a Talent Pool - XP Future position at XP Inc. in São Paulo. XP Inc. is one of the largest independent financial institutions in Brazil. The company is looking for individuals with a commercial profile seeking a career transition to become investment advisors.
The XP Future program offers support for integrating into the role of investment advisor, developing skills in sales, client prospecting, and investment products. It also provides a career path to become a successful commercial professional and obtain the CPA-20 certification.
XP Inc. values personal interactions and believes in using the office as a tool to enhance relationships at work.
Role Involves:
- Advising and assisting clients with wealth management.
- Developing investment portfolios aligned with client profiles and objectives.
- Analyzing external allocations and identifying opportunities.
- Staying informed about market trends and economic scenarios.
- Maintaining frequent contact with clients online and in person.
Requirements:
- Alignment with XP Inc.'s culture.
- Completed higher education or in the final year of a night program.
- Availability to work in person in São Paulo.
- 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).
What role offers:
- Health and dental plans.
- Wellhub (Gympass).
- Zenklub.
- Life insurance.
- iFood Benefits (flexible VA and VR).
- Transportation voucher.
- New Value benefits club.
- Parental leave: 6 months maternity and 20 days paternity.
- Childcare assistance.
- Exclusive Investment Funds.
- Investment Advisory.
- XP Visa Infinite card without annuity.
- Credit options.