[Talent Pool] Investor XP | Porto Alegre

Job Description

XP Inc., a major independent financial institution in Brazil, is seeking a skilled Investor to join their team in Porto Alegre. The Investor will play a crucial role in working with client asset allocation, ensuring portfolio alignment with individual client suitability. This position involves serving as a technical reference, interfacing with business areas, and strategically identifying suitable assets and client profiles.

Responsibilities include:

• Attending to XP's main clients, together with the client's Banker
• Serving as a technical reference on products, financial planning, and asset allocation
• Identifying the best investment opportunities
• Building and disseminating investment best practices among advisors
• Conducting investment consulting to ensure service excellence
• Operating at a tactical and strategic level with areas impacting the final client

Requirements:

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

The role offers:

• Health plan without co-participation
• Dental plan
• Wellhub (Gympass)
• Zenklub
• Life insurance
• Flexible VA and VR iFood benefits
• Transportation voucher
• Parental leave: 6 months maternity and 20 days paternity
• Creche assistance
• Exclusive Investment Funds
• Investment Advisory
• XP Visa Infinite card without annuity

The work model is primarily in person in Porto Alegre.