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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