Senior B2B Banker

Responsibilities

• Implement projects and training within partner offices
• Prospect and serve Private clients
• Implement commercial strategies in conjunction with Commercial Heads to boost results for HN and UHN clients
• Build close relationships with the main partners of autonomous agent offices
• Act as a connection point with Private Bank and Wholesale Bank areas to ensure complete client service

Requirements

• Experience as a Banker in the Private segment
• Knowledge of asset allocation, wealth planning, structured operations, and offshore
• B2B experience
• Availability for travel

Preferred Qualifications

• Knowledge of offshore markets and credit
• CFP and/or CFA certification

Benefits

• Health and dental plans
• Wellhub (Gympass) and Zenklub
• Life insurance
• iFood Benefits (flexible VA and VR)
• Transportation vouchers
• New Value benefits club
• Parental leave (6 months maternity / 20 days paternity)
• Daycare assistance
• Exclusive investment funds and investment advisory
• XP Visa Infinite card with no annual fee
• Credit options (payroll, home equity, etc.)

About the Company

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