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XP

Democratiza investimentos com agentes autônomos

Officer Middle

Field Sales +1Confirmed live in the last 24 hours
Full-timeState of Minas Gerais, BrazilNo salary listedIn-person

About the Job

Requirements

  • At least 3 years of prior experience serving corporate-entity clients in the Middle/Corporate segment.
  • Be physically based in the local market.
  • Demonstrate a commercial profile and strong communication and relationship skills.
  • Demonstrate confidence analyzing financial statements.
  • Have knowledge of fixed-income instruments, foreign exchange, derivatives, credit, and capital markets.
  • Have a completed higher-education qualification.
  • Hold the C PRO-R credential (formerly CPA-20).

Responsibilities

  • Build and develop a client portfolio through prospecting.
  • Manage a base of corporate-entity clients.
  • Maintain frequent contact and close relationships with end customers after the sale.

Desired Qualifications

  • Have regional knowledge and relationships that can support originating new business.

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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