[Talent Pool] Investor XP | Belo Horizonte

Job Description

XP Inc., a leading independent financial institution in Brazil, is seeking a talented Investor to join their team in Belo Horizonte. This role is within the Strategy XP team and focuses on providing sophisticated asset allocation for clients, ensuring portfolio alignment with individual client suitability. The Investor acts as a technical reference for the segment, interfacing with business areas to strategically determine suitable assets and client profiles.

Responsibilities include:

• Serving key XP clients in conjunction with the client's Banker.
• Acting as a technical expert on products, financial planning, and asset allocation.
• Identifying optimal investment opportunities to ensure commercial effectiveness.
• Developing and disseminating best investment practices among advisors.
• Providing investment consulting to ensure service excellence and monitor quality indicators.
• Operating at a tactical and strategic level with areas that directly and indirectly impact the end client.

Requirements:

• Alignment with XP Inc.'s culture.
• Commercial and relational profile.
• Solid knowledge of financial products (Equities, Fixed Income, Funds, Pension Plans, etc.).
• Knowledge of asset allocation, framework, and base intelligence.
• Understanding of macroeconomics and current conditions.
• Experience serving Private or High-Income clients.
• CFP or CGA or CFG certification.

The role offers:

• Health plan without co-participation (including dependents).
• Dental plan.
• 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.
• Creche assistance.
• Exclusive Investment Funds.
• Investment Advisory.
• XP Visa Infinite card without annuity.
• Credit (payroll, home equity, Real Estate CCB, etc.).