Investor Offshore Pleno

Responsibilities

• Develop the Investor B2B area, focusing on service rules, CRM, scale, and standardization
• Engage in commercial activities regarding the international market and wealth dollarization
• Build relationships with key B2B partners through travel and direct interaction
• Deliver presentations and lectures to clients and partners

Requirements

• Experience as a Financial Advisor
• Certification in CPA20, CEA, CFP, or SIE
• Advanced English proficiency
• Intermediate Excel skills
• Strong public speaking abilities
• Commercial intensity and drive

Preferred Qualifications

• Knowledge of wealth dollarization strategies
• Familiarity with US market products such as Mutual Funds, Bonds, and Equities

Benefits

• Health and dental plans
• Wellhub (Gympass) and Zenklub access
• Life insurance
• Flexible food and meal vouchers (iFood Benefícios)
• Transportation vouchers
• Parental leave (6 months maternity / 20 days paternity)
• Daycare assistance
• Exclusive investment funds and investment advisory
• XP Visa Infinite card (no annual fee)

About the Company

XP Inc. is one of Brazil's largest independent financial institutions, encompassing brands like XP, Rico, Clear, and InfoMoney. With over 4.6 million active clients and R$ 1.1 trillion in assets under custody, it has been transforming the financial market for 25 years.