X

XP

Democratiza investimentos com agentes autônomos

Senior B2B Banker - Private

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

About the Job

Requirements

  • Experience as a banker in the Private segment.
  • Knowledge of asset allocation, wealth planning, structured transactions, and offshore services.
  • Experience working in a business-to-business (B2B) capacity.
  • Availability to travel.

Responsibilities

  • Support autonomous agent offices and advisors in prospecting and serving Private clients, ensuring access to XP Private Bank's structure, services, and expertise.
  • Lead the commercial strategy of partner offices for clients with assets exceeding R$10 million.
  • Implement projects and provide training within partner offices.
  • Prospect and serve Private clients.
  • Implement commercial strategies with the offices' Commercial Heads or Private Captains to increase results with high-net-worth and ultra-high-net-worth clients.
  • Build close relationships with key partners at autonomous agent offices.
  • Connect clients with Private Bank and Wholesale Bank teams to provide comprehensive service.

Desired Qualifications

  • Knowledge of offshore markets and credit.
  • Certified Financial Planner (CFP) and/or Chartered Financial Analyst (CFA) 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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