XP Future Centro-Oeste | Transição de Carreira - Assessoria de Investimentos

XP Inc., a major independent financial institution in Brazil, is seeking talented individuals for its XP Future program in the Centro-Oeste region. This program is designed for professionals with a strong commercial background who are looking to transition their careers into investment advisory.

The role involves developing sales skills, prospecting clients, gaining in-depth knowledge of investment products, and immersing oneself in the financial market. XP Inc. provides comprehensive support for a smooth integration and career advancement, including a robust career path and preparation for the CPA-20 certification.

The role involves:

• Prospecting new business and clients.
• Managing portfolios and large accounts (both individual and corporate).
• Organizing and managing multiple tasks efficiently.
• Persuading and building long-term relationships with clients.

Requirements:

• Alignment with XP Inc.'s culture.
• A bachelor's degree.
• Strong commercial and interpersonal skills.
• Commercial experience (preferably in prospecting).
• Curiosity about the investment world.
• Interest in a career transition.
• Basic knowledge of financial products (fixed income, variable income, funds, etc.).
• Currently working in other market segments (payment methods, fintech, etc.).
• Not currently an Investment Advisor or Autonomous Agent (AAI).

The role offers:

• Health and dental plans with no co-participation (including dependents).
• Wellhub (Gympass) and Zenklub access.
• Life insurance.
• Flexible iFood benefits (VA and VR).
• Transportation allowance.
• New Value benefits club.
• Extended parental leave (6 months for maternity, 20 days for paternity).
• Childcare assistance.
• Exclusive investment funds.
• Investment advisory services.
• XP Visa Infinite credit card with no annual fee.
• Access to credit products (payroll loans, home equity, etc.).
• Flexible work model with a focus on in-person interaction and entrepreneurial culture.