[Talent Pool] Investor XP | Rio de Janeiro

Job Description

XP Inc., a leading independent financial institution in Brazil, is seeking a talented Investor to join their team in Rio de Janeiro. This role is within the Strategy XP team and focuses on sophisticated asset allocation for clients, ensuring portfolio alignment with individual suitability. The Investor acts as a technical reference, collaborating with business areas to strategically identify suitable assets and client profiles. They also provide commercial insights through training and data analysis.Role involves:

• Attending to XP's main clients, together with the client's Banker
• Serving as a technical reference on products, financial planning, and asset allocation within the segment.
• Identifying optimal investment opportunities, ensuring commercial effectiveness.
• Building and disseminating investment best practices among advisors.
• Conducting 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 interpersonal skills.
• Solid knowledge of financial products (Equities, Fixed Income, Funds, Pension Plans, etc.).
• Knowledge of asset allocation, compliance, and database intelligence.
• Understanding of macroeconomics and current conditions.
• Experience serving Private or High-Income clients.
• CFP, CGA, or CFG certification.

Role offers:

• Health and dental plans without co-participation (including dependents).
• 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.).