HHiring Reality
← XP Inc.

Private B2B | Closer / Shadow Banker (Recife)

XP Inc.
Location
Nordeste
Posted
20 days ago
Department
Private B2B
What they actually want (must-haves)
  • Experiência com clientes de alta renda
  • Conhecimento de produtos financeiros e soluções patrimoniais
  • Excelente comunicação e relacionamento
  • Organização e capacidade de atuar em ambiente comercial
Nice to have
  • Experiência anterior em Private Banking ou Family Office
  • Certificações CFP®️, CEA ou CFA
  • Histórico de atendimento consultivo a grandes patrimônios
What the job really is

The role involves supporting Private B2B advisors in managing high-net-worth clients by providing specialized assistance with their financial needs. Responsibilities include coordinating with specialists, identifying new business opportunities, and ensuring an exceptional client experience throughout their journey.

Benefits
  • Plano de saúde
  • Plano odontológico
  • Wellhub (Gympass)
  • Zenklub
  • Seguro de Vida
  • iFood Benefícios (VA e VR flexível)
Things to weigh
  • No salary listed
  • The role requires strong communication and relationship skills, which may be challenging in a high-pressure sales environment.
  • The job involves a significant amount of coordination with specialists, which may require strong organizational skills.
Job score3.4/5
Benefits5/5
Freshness4/5
Career value4/5
Role clarity4/5
Pay transparency0/5

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