Senior Offshore Investor

Responsibilities

• Contribute to the development of the Investor area in the B2B channel, focusing on service rules, CRM, scale, and standardization
• Act as a technical reference in international allocation for partner offices, handling both prospecting and portfolio reviews
• Build and deepen strategic relationships with key B2B partners, with availability for travel
• Disseminate the dollarization discourse and international scenario in a consultative and didactic manner

Requirements

• Experience in the financial market, specifically in international investments or offshore allocation
• Mandatory certification: CPA-20, CEA, CFP, or SIE
• Advanced English proficiency for daily use with international partners and products
• Intermediate Excel skills
• Experience in presentations and lectures for clients and partners
• High commercial intensity and consultative profile

Preferred Qualifications

• Solid knowledge of dollarization strategies and practical applications for Brazilian investors
• Mastery of US market products (Mutual Funds, Bonds, International Equities)
• Previous experience in structuring service flows, CRM, or B2B processes
• Established relationships with advisory offices or managers

Benefits

• Health and dental plans
• Wellhub (Gympass) and Zenklub
• Life insurance
• Flexible food and meal vouchers (iFood Benefícios)
• Parental leave (6 months maternity / 20 days paternity)
• 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, owning brands such as XP, Rico, Clear, 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.