[Talent Pool] - Assessoria B2C | AP, POT e NC Rico

Job Description

XP Inc., a leading independent financial institution in Brazil, is seeking passionate and driven individuals to join their team as entry-level Investment Assessors. This is an excellent opportunity for those looking to start their career in the financial market and grow within a dynamic and innovative company.

As an Investment Assessor, the candidate will play a crucial role in advising and assisting clients with their wealth management needs. The role involves developing investment portfolios, analyzing market trends, and maintaining frequent contact with clients.

Responsibilities:

• Advising and assisting clients with wealth management.
• Developing investment portfolios aligned with client profiles and objectives.
• Analyzing external allocations and identifying opportunities.
• Staying informed about economic trends and market updates.
• Maintaining frequent contact with clients online and in person.

Requirements:

• Commercial profile with strong communication skills.
• High level of intensity and discipline for online client contact.
• Basic understanding of macroeconomics and current events.
• Residency in São Paulo, as the position is 100% onsite.
• Enrolled in (from the 5th semester) or completed higher education.
• Enrollment in a night course if still in college.
• Alignment with XP Inc.'s culture.

The role offers:

• Health and wellness benefits (health and dental plans, Wellhub, Zenklub, life insurance).
• Financial benefits (exclusive investment funds, investment advisory, XP Visa Infinite card, credit options).
• Flexible work model with a focus on in-person interactions.