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XP

Democratiza investimentos com agentes autônomos

Officer Middle

Account ManagementConfirmed live in the last 24 hours
Full-timeSão Paulo, State of São Paulo, BrazilNo salary listed

About the Job

Requirements

  • Prior 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 assigned market and ability to work on site.
  • Strong commercial profile and ability to communicate, build relationships, negotiate, and execute with a results focus.
  • 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 degree.
  • C-Pro R (formerly CPA-20), CEA, or equivalent certification, as required for the position.
  • Entrepreneurial mindset 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 execution quality.

Responsibilities

  • Prospect and develop new clients, focusing on building a client portfolio.
  • Manage and expand a base of business clients.
  • Build close, ongoing client relationships through consultative service and post-sale support.
  • Identify opportunities and structure banking and investment product solutions.
  • Apply business judgment to create client value and support sustainable portfolio growth.
  • Partner with internal teams to deliver 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.
  • 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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