X

XP

Democratiza investimentos com agentes autônomos

Investment Advisor - Pool Expansão

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeSão Paulo, State of São Paulo, BrazilNo salary listed

About the Job

Requirements

  • Have a commercial profile and strong communication skills.
  • Maintain a high level of intensity and discipline in online client contact.
  • Have basic knowledge of macroeconomics and current affairs.
  • Live in the city of São Paulo because the position is 100% in-person.
  • Be currently pursuing higher education from at least the fifth semester or have completed it.
  • If currently enrolled in college, attend evening classes.
  • Identify with the company's culture.

Responsibilities

  • Advise and assist with the management of clients' wealth in the Investment Advisory segment.
  • Develop investment portfolios aligned with clients' profiles and objectives.
  • Analyze external allocations, prepare exclusive comparative studies, and identify opportunities.
  • Monitor market trends and stay informed about current economic conditions.
  • Maintain frequent contact with clients online and in person.

Desired Qualifications

  • Knowledge of financial products, including fixed income, variable income, and funds.
  • CPA-20 or CEA certification; the company provides a free CPA-20 course for approved candidates who do not already hold the certification.

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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