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Job Description
XP Inc., a leading financial institution in Brazil, is offering a career transition opportunity as an Investment Advisor in Blumenau. This XP Future program is designed for commercially skilled professionals seeking to transition into the financial market. The role involves advising clients on wealth management, creating investment portfolios, and analyzing market trends. XP Inc. provides comprehensive support for integration and skill development, including sales, client prospecting, and investment product knowledge. The program also offers a career path and certification opportunities like CPA-20.
Role Involves:
- Advising clients on wealth management.
- Creating investment portfolios aligned with client profiles.
- Analyzing external allocations and identifying opportunities.
- Monitoring market trends and economic scenarios.
- Maintaining frequent contact with clients online and in person.
Requirements:
- Alignment with XP Inc.'s culture.
- Completed higher education.
- Commercial and relational profile.
- Commercial experience (preferably in new business prospecting).
- Curiosity about investments.
- Interest in a career transition.
- Basic knowledge of financial products.
- Not currently an Investment Advisor or Autonomous Agent (AAI).
What XP Inc. Offers:
- Health and wellness benefits (health and dental plans, Wellhub, Zenklub, life insurance).
- Flexible food allowance and transportation vouchers.
- Exclusive investment funds and investment advisory services.
- XP Visa Infinite credit card without annual fees.
- Financial products such as loans.
- Flexible work model with a focus on in-person interaction.
