Job Description
XP Inc., a major independent financial institution in Brazil, is offering a career transition opportunity through its XP FUTURE program. This initiative seeks professionals with strong commercial skills who aspire to become investment advisors. The role involves a comprehensive training program to develop skills in sales, client prospecting, and investment products, along with support for obtaining the CPA-20 certification.
The company values personal interactions and believes in using the office as a tool to enhance work relationships.
Role Involves:
- Prospecting new businesses and clients.
- Managing portfolios and large accounts (both individual and corporate).
- Working across multiple areas in a short period.
Requirements:
- Alignment with XP Inc.'s culture.
- Completed higher education.
- Commercial and relational profile.
- Commercial experience (preferably in prospecting new business).
- Curiosity about the investment world.
- Interest in making a career transition.
- Basic knowledge of financial products (fixed income, variable income, funds, etc.).
- Currently working in other market segments.
- Not currently an Investment Advisor or Autonomous Agent (AAI).
What XP Future Offers:
- Health and dental plans.
- Wellhub (Gympass) and Zenklub access.
- Life insurance.
- Flexible iFood benefits (VA and VR).
- Transportation allowance.
- New Value benefits club.
- Extended parental leave.
- Childcare assistance.
- Exclusive investment funds.
- Investment advisory services.
- XP Visa Infinite card with no annual fee.
- Credit options.