Investment Consultant - WS - XP Partners

This opportunity is for an investment consultant in Wealth Service consultancies partnered with the XP network, whose mission is to help Brazilians invest better. These are teams passionate about customer relationships, in-depth technical knowledge about asset allocation, and prospecting new business.

Main Responsibilities

• Prospecting new clients;
• Acting as an investment consultant, responsible for guiding the end client in wealth management;
• Developing investment portfolios aligned with the client's profile and objectives;
• Analyzing external allocations and creating exclusive comparative studies, identifying opportunities and presenting them objectively;
• Monitoring market trends, always staying informed about current economic scenarios and relevant events.

Important Information

• On-site/hybrid work

Prerequisites

• Commercial profile and strong communication skills;
• High level of intensity and discipline;
• Knowledge of the current economic scenario;
• CEA, CFP, CFA, C-PRO R, C-PRO I, CPA-20, and/or CGA certification (acceptable with scheduled exam)

You can stand out if:

• You have a client portfolio for prospecting
• Having an established client base is a significant differentiator
• Previous experience in financial institutions
• Knowledge of financial products
• Basic notions of macroeconomics and current events