HHiring Reality
← XP Inc.

Private B2B | Closer / Shadow Banker (Rio de Janeiro)

XP Inc.
Location
Rio de Janeiro
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 wealth management needs and enhancing the overall client experience. Responsibilities include collaborating with advisors, supporting commercial meetings, identifying new business opportunities, and coordinating with specialists within the XP ecosystem.

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 hiring process includes multiple interview stages, which may be time-consuming for candidates.
Job score3.4/5
Benefits5/5
Freshness4/5
Career value4/5
Role clarity4/5
Pay transparency0/5

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