[Talent Pool] Investor XP | Santos

Job Description

XP Inc., a major independent financial institution in Brazil, is seeking a Investor to join their team in Santos. The Investor will be responsible for working on asset allocation for clients, ensuring portfolio alignment with individual client suitability. This role involves serving as a technical reference, interfacing with business areas, and strategically identifying suitable assets and client profiles. The Investor also generates commercial insights through training and data analysis.

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 that directly and indirectly impact 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
• Knowledge of macroeconomics
• Experience serving Private or High Income clients
• CFP or CGA or CFG certification

The role offers:

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