Investor Offshore Pleno

Description

**About Us** XP Inc. is one of Brazil's largest independent financial institutions, owning brands such as XP, Rico, Clear, XP Educação, InfoMoney, and others. With over 4.6 million active clients and more than R$ 1.1 trillion in assets under custody, XP Inc. has been transforming the financial market for 24 years to improve people's lives. Guided by a distinctive culture rooted in four core values \- **Big Dreams, Entrepreneurial Spirit, Customer Focus, and Open Mind** \- XP Inc. continuously seeks top talent with the ambition to achieve the impossible. **About the Opportunity** ------------------------ This opportunity is within the Investor B2B team, whose mission is to support portfolio dollarization. This is a team passionate about intensity, commitment, and growth. You’ll thrive here if you enjoy client and advisor relationship management, contributing to the development of a new business area, staying organized, and discussing market trends and macroeconomic scenarios. Learn more about our day-to-day on Instagram and LinkedIn. Check out our reviews on Glassdoor. **What We’re Looking For** -------------------- **Essential Requirements:** * Experience as a Financial Advisor; possession of at least one of the following certifications (CPA20 / CEA / CFP / SIE); * Strong commercial drive; * Public speaking skills, as occasional presentations will be required; * Advanced English proficiency; * Intermediate Excel skills. **Nice-to-Have Qualifications:** * Familiarity with and experience discussing dollarization topics; * Knowledge of U.S. market products (Mutual Funds, Bonds, Stock Exchange). **Challenges and Impact** ----------------------- * Develop the B2B Investor area — including service tier design, CRM implementation, scaling operations, and standardizing client interactions; * High commercial intensity: engaging end clients on international markets with a focus on dollarization; * Willingness to travel to build relationships with key B2B partners. * **Note:** Employment will be under CLT (Consolidação das Leis do Trabalho) regime. * **Hiring Process Steps** * **Initial Screening**: Resume review to assess alignment with role qualifications and requirements. * **General Assessments**: Evaluation of cultural fit via Mindsight assessment and logical reasoning test by Predictive Index. * **Recruitment Team Interview**: Discussion on expectations regarding the role and professional goals. * **Leadership Interview**: A conversation exploring your vision and how you can contribute to the team and company. * **Commercial Head Interview**: Discussion focusing on your profile and characteristics essential to supporting operations. * **Culture-Focused Interview**: Exploration of company values and principles to ensure strong cultural alignment. * **Offer**: Presentation of the employment proposal, including remuneration and benefits details. **Benefits:** Health and Well-being: * Health insurance * Dental insurance * Wellhub (Gympass) * Zenklub * Life insurance * iFood Benefits (flexible VA and VR) * Transportation allowance * New Value (benefits club) * Parental leave: 6 months maternity leave and 20 days paternity leave * Childcare allowance Financial Life * Exclusive investment funds * Investment advisory services * XP Visa Infinite credit card (no annual fee) * Credit solutions (payroll-deductible loans, home equity loans, real estate CCBs, etc.) **Flexible In-Office Work Model** Our work model varies by function — fully in-office for certain business areas and more flexible for other teams. We follow a model with higher in-office frequency, always guided by flexibility and autonomy, aligned with our entrepreneurial culture. At XP Inc., we value face-to-face interactions and believe the office serves as a tool to strengthen workplace relationships. * *By proceeding with your application, you confirm that you have read, understood, and agree to the XP Inc. Group Privacy Policy and those of its vendors and partners supporting the selection process. The XP Inc. Group may use artificial intelligence solutions to assist the recruitment team throughout the process, which may involve processing your personal data for this purpose, in accordance with the General Data Protection Law and the XP Inc. Group Privacy Policy.*