10h ago

Assessoria de Investimentos

São Paulo, SP

$30k-$72k / yearest.

full-timejuniorfinancial services

💼 About This Role

You'll start your career in financial markets at XP Inc., a leading independent financial institution in Brazil. You'll support clients in wealth management while developing technical skills and earning certifications. This role offers growth in a dynamic environment with a strong support system.

🎯 What You'll Do

  • Maintain client relationships and guide wealth management
  • Monitor market trends and keep clients informed
  • Connect clients to XP's ecosystem of products and services

📋 Requirements

  • Curious and ambitious profile with interpersonal skills
  • Intensity and organization for client contact
  • Basic knowledge of macroeconomics and current affairs
  • Graduation in progress (from 4th semester) or complete

✨ Nice to Have

  • Knowledge of financial products (Fixed Income, Equities, Funds)
  • CPA-20 or CEA certification

🎁 Benefits & Perks

  • 🏥 Health and dental insurance
  • 🏋️ Wellhub (Gympass)
  • 💰 iFood benefits (flexible VA and VR)
  • 🚗 Transportation voucher
  • 👶 Extended parental leave

🚩 Heads Up

  • Onsite only in São Paulo, limiting remote flexibility
  • No explicit salary range provided
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