X

XP

Democratiza investimentos com agentes autônomos

Officer Middle

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeFortaleza - Ceará, BrazilNo salary listed

About the Job

Requirements

  • At least 3 years of prior experience serving corporate clients in the Middle/Corporate segment.
  • Must be physically based in the local market; the role is in person.
  • Demonstrated commercial profile and strong communication and relationship-building skills, hands-on approach, and resilience.
  • Strong knowledge of banking products, credit, acquiring, cash management, insurance, and consórcio.
  • Broad knowledge of investments, fixed-income instruments, foreign exchange, derivatives, credit, and capital markets.
  • Organization, discipline, and intensity.
  • Completed higher education.
  • C PRO-R (formerly CPA-20) or CEA certification.

Responsibilities

  • Acquire new clients and build a client portfolio.
  • Manage a base of corporate clients.
  • Generate value for clients.
  • Apply knowledge of macroeconomics, finance, and investments.
  • Maintain frequent contact and close relationships with end customers after the sale.
  • Work as part of a team and demonstrate an entrepreneurial spirit.

Desired Qualifications

  • Knowledge of and relationships in the region, with the ability to originate 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

Recently Posted Jobs

Explore more opportunities at XP

See more jobs