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XP

Democratiza investimentos com agentes autônomos

Officer Middle

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeState of Mato Grosso, BrazilNo salary listed

About the Job

Requirements

  • Experience serving corporate clients in the Middle Market, Corporate, or Agribusiness segments.
  • Commercial experience managing a portfolio, prospecting, and maintaining relationships with companies.
  • Physical presence in the area of operation in a predominantly in-person arrangement.
  • Ability to communicate, build relationships, negotiate, and execute effectively in a commercial role.
  • Ability to read and analyze financial statements.
  • Knowledge of banking and investment products, including credit, fixed income, foreign exchange, derivatives, and capital markets.
  • Completed higher education.
  • C-Pro R (formerly CPA-20), CEA, or equivalent certification, as required for the position.

Responsibilities

  • Prospect and develop new clients, focusing on building a client portfolio.
  • Manage and expand a base of corporate clients, with possible work in the Agribusiness segment depending on the location.
  • Build close, ongoing client relationships through consultative service and post-sale support.
  • Identify opportunities and structure solutions involving banking and investment products.
  • Apply business perspective to create client value and achieve sustainable portfolio growth.
  • Partner with internal teams to provide a complete, high-quality experience to end clients.

Desired Qualifications

  • Knowledge of the local market and established relationships in the region.
  • Ability to originate new business consistently.
  • Experience with Agribusiness clients, when applicable to the location.
  • Additional certifications such as CFG, CGA, or CFA.
  • A consistent record of building and expanding a client portfolio.

About the Company

XP

Democratiza investimentos com agentes autônomos

XP helps people access and improve their financial lives by offering investment services that challenge the dominance of big banks. Since 2001, starting as a small group of autonomous investment agents in Porto Alegre, the company has grown through a culture of Big Dream, Open Mind, and Entrepreneurial Spirit, giving its team autonomy to reshape the financial market. The product suite focuses on empowering individuals with investment options and guidance that aim to broaden access beyond the 95% market share held by large banks in Brazil. XP’s goal is to expand financial opportunity for many people by creating a different kind of financial system that serves more customers rather than a few dominant institutions.

Company size
5,001-10,000
Company stage
IPO
Headquarters
São Paulo, Brazil
Founded
2001

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