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

  1. 1Recruiter screen· 30 min
  2. 2Hiring manager interview· 45 min
  3. 3Final interview· 45 min
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