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XP

Democratiza investimentos com agentes autônomos

Officer Middle

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

About the Job

Requirements

  • Previous experience serving corporate clients in the Middle Market, Corporate, or Agribusiness segments.
  • Commercial experience managing a portfolio, prospecting, and building relationships with companies.
  • Physical presence in the area of operation is required; the position is in person.
  • Commercial aptitude, with strong communication, relationship-building, negotiation, and results-focused execution skills.
  • Confidence reading and analyzing 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 by the position.
  • Entrepreneurial spirit and ownership mindset.
  • Ability to work autonomously in a dynamic, demanding environment.
  • Genuine interest in understanding clients’ businesses and building long-term relationships.
  • Good understanding of the economic environment, 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 corporate clients.
  • Build close, ongoing client relationships through consultative service and post-sale support.
  • Identify opportunities and structure solutions using banking and investment products.
  • Apply business judgment to create client value and grow the portfolio sustainably.
  • Partner with internal teams to provide 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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