12h ago
Banker Sênior B2B
São Paulo
✨ $300k-$500k / yearest.
full-timeseniorfinance
💼 About This Role
You'll support autonomous agent offices and advisors in prospecting and serving Private clients with assets over R$10 million. Your role drives commercial strategy and ensures access to XP Private bank's full structure and intelligence.
🎯 What You'll Do
- Implement projects and training within partner offices
- Prospect and serve Private clients
- Implement commercial strategies with Heads/Capitão Private
- Build close relationships with key partners of autonomous agent offices
- Act as connection point with Private Bank and Wholesale Bank areas
📋 Requirements
- Experience as a Banker in the Private segment
- Knowledge of asset allocation, wealth planning, structured operations and offshore
- B2B experience
- Availability for travel
✨ Nice to Have
- Knowledge of offshore market and credit
- CFA certification
🎁 Benefits & Perks
- 🏥 Health and dental insurance
- 🏋️ Wellhub (Gympass)
- 🍽️ Meal and food vouchers
- 🚗 Transportation voucher
- 👶 Parental leave: 6 months maternity, 20 days paternity
📨 Hiring Process
Estimated timeline: 2-4 weeks · AI estimate
- 1Recruiter screen· 30 min
- 2Hiring manager interview· 45 min
- 3Final interview· 45 min
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