9h ago

Assessoria de Investimentos: Início de Carreira

Curitiba

$30k-$50k / yearest.

full-timeinternFinancial Services

💼 About This Role

You'll begin your career in an assessoria de investimentos role at XP Inc., a leading Brazilian financial institution. You'll manage client relationships and guide asset management to help clients achieve financial goals.

🎯 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

📋 Requirements

  • Curious profile able to create connections and ambitious
  • Intensity and organization for client contact
  • Basic knowledge of macroeconomics and current events
  • Pursuing or completed undergraduate degree (from 4th semester)

✨ Nice to Have

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

🎁 Benefits & Perks

  • 🏥 Plano de saúde
  • 🦷 Plano odontológico
  • 🏋️ Wellhub (Gympass)
  • 🍽️ iFood Benefícios (VA e VR flexível)
  • 🚗 Vale Transporte

🚩 Heads Up

  • Role title is in Portuguese and not standard
  • Salary is estimated (likely below market for this role)
  • Requires in-person presence but lists 'presencial flexível'
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