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Job Description
XP Inc., a leading independent financial institution in Brazil, is seeking a Junior Daily Banker to join its Wealth Services team. This role involves relationship management and support for portfolio managers and investment advisory firms affiliated with XP.
Responsibilities include:
- Responding to partner inquiries via email and WhatsApp.
- Conducting operational training sessions for partners.
- Acting as an interface between partners and internal XP departments.
- Building and strengthening relationships with partners, including occasional office visits.
Requirements:
- Commercial skills.
- Empathy with partners.
- Good communication and active listening skills.
- A passion for serving and meeting partner needs.
- Ability to establish strong relationships with international areas and partners.
- Critical thinking skills.
- Analytical skills and the ability to propose action plans.
- Problem-solving skills and the ability to find effective solutions.
The role offers:
- Health and well-being benefits, including health and dental plans, Gympass, and Zenklub.
- Parental benefits, such as childcare assistance and extended maternity and paternity leave.
- Investment advisory services and access to exclusive investment funds.
- Opportunities for professional growth and development within XP Inc.
The position is based in São Paulo and follows an onsite work model. XP Inc. values personal interactions and believes in using the office as a tool to enhance workplace relationships.
