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XP

Democratiza investimentos com agentes autônomos

Middle Market Officer

Field SalesConfirmed live in the last 24 hours
Full-timeGoiânia, State of Goiás, BrazilNo salary listed

About the Job

Requirements

  • Experience serving business clients in the Middle Market, Corporate, or Agribusiness segments.
  • Commercial experience managing a portfolio, prospecting, and building relationships with companies.
  • Physical presence in the service area, with a predominantly in-person work model.
  • Strong commercial profile with communication, relationship-building, negotiation, and execution abilities.
  • Ability to read and analyze financial statements.
  • Knowledge of banking and investment products, including credit, fixed income, foreign exchange, derivatives, and capital markets.
  • Organization, discipline, resilience, and commercial intensity.
  • Completed higher education.
  • C-Pro R certification (formerly CPA-20), CEA, or equivalent, as required for the position.
  • Entrepreneurial spirit and a sense of ownership.
  • Ability to work autonomously in a dynamic, demanding environment.
  • Genuine interest in understanding clients' businesses and building long-term relationships.
  • Ability to interpret economic conditions, finance, and investments.
  • Strong results orientation while maintaining quality of execution.

Responsibilities

  • Prospect and develop new clients, focusing on building a client portfolio.
  • Manage and expand a base of business clients, with potential work in the Agribusiness segment depending on the service area.
  • Build close, ongoing client relationships through consultative work and post-sale support.
  • Identify opportunities and structure solutions involving banking and investment products.
  • Apply business judgment to generate client value and sustainable portfolio growth.
  • Partner with internal teams to deliver a comprehensive, high-quality customer experience.

Desired Qualifications

  • Knowledge of the local market and relevant relationships in the region.
  • Ability to originate new business consistently.
  • Experience with Agribusiness clients, where relevant to the service area.
  • Additional certifications such as CFG, CGA, or CFA.
  • A consistent track 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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