Assessoria de Investimentos

Responsibilities

• Advise and assist clients with wealth management
• Develop investment portfolios aligned with client profiles and objectives
• Analyze external allocations and prepare comparative studies to identify opportunities
• Monitor market trends and economic scenarios
• Maintain high frequency of contact with clients both online and in person

Requirements

• Completed undergraduate degree
• Commercial and relational profile with sales experience
• Interest in the investment market
• Must not be an advisor or consultant linked to XP partner offices

Preferred Qualifications

• Basic knowledge of financial products (Fixed Income, Equities, Funds, etc.)
• Experience in other segments such as payments, fintechs, or beverages
• Experience in prospecting
• CPA or CPRO-R certification

Benefits

• Health and dental plans
• Wellhub (Gympass) and Zenklub
• Life insurance
• iFood Benefits (flexible VA and VR)
• Transportation vouchers
• Parental leave (6 months maternity, 20 days paternity)
• Daycare assistance
• Exclusive investment funds and XP Visa Infinite card

About the Company

XP Inc. is one of Brazil's largest independent financial institutions, owning brands such as XP, Rico, Clear, and InfoMoney. With over 4.6 million active clients, it has been transforming the financial market for 25 years.