B2C Investment Advisor

Description

Job Summary: Professional to manage client relationships and provide consultative service for the office's proprietary client portfolio, with emphasis on developing and training new financial advisors. Key Highlights: 1. Focus on relationship-building and consultative client service, not prospecting 2. Development and training of new financial advisors 3. Opportunity at a growing office affiliated with XP Alto Valor Investimentos is an office affiliated with XP, located in the metropolitan region of Campinas (formerly Manhattan Investimentos), with approximately 55 employees. The office is expanding and currently has 40 financial advisors and R$ 2.3 billion in custody assets. Its focus is on high-quality client service and consultative financial planning—not product sales. **Responsibilities:** * Professional will serve the office's proprietary client portfolio (clients without an assigned advisor or inherited clients), focusing on relationship management and service—not prospecting; * This role is dedicated to developing and training new financial advisors. **Technical Requirements:** * Prior experience in customer service, relationship management, or consultative sales. * Bachelor’s degree in Business Administration, Economics, or related fields is preferred. * Genuine interest in the financial markets and the XP business model. * **Must hold (or be in the process of obtaining) the Ancord certification.** * Strong communication skills, active listening, and empathy in client interactions. * Curiosity and eagerness to learn. * Discipline and a collaborative mindset to grow within the organization. Minimum Education: Bachelor’s Degree