X

XP

Democratiza investimentos com agentes autônomos

Officer – Middle Market - Centro Oeste

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeSão Paulo, State of São Paulo, BrazilNo salary listed

About the Job

Requirements

  • Have prior experience serving corporate (PJ) or agricultural (Agro) clients.
  • Be physically based in the assigned market.
  • Have a commercial profile and strong communication and relationship skills.
  • Demonstrate confidence analyzing financial statements.
  • Know fixed-income instruments, foreign exchange, derivatives, credit, and capital markets.
  • Be organized, disciplined, and demonstrate intensity.
  • Have completed higher education.

Responsibilities

  • Build a client portfolio through prospecting.
  • Manage a base of corporate and agricultural clients.
  • Maintain frequent contact and close relationships with end customers.

Desired Qualifications

  • Reside in Mato Grosso or Mato Grosso do Sul.
  • Have knowledge of and relationships in the region.
  • Hold CFA, CFG, or CGA credentials.

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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