Private B2B | Closer / Shadow Banker

Support advisors in managing Private clients by providing specialized assistance with wealth management needs. Identify new business opportunities and deepen client relationships. Coordinate demands with specialists within the XP ecosystem to ensure an excellent client experience.

Experience with high-net-worth clients. Knowledge of financial products and wealth management solutions. Excellent communication and relationship-building skills. Organizational skills and ability to work in a commercial environment.

The position is CLT (Consolidação das Leis do Trabalho) and offers a flexible work model that varies by function, with a focus on in-person interactions to enhance workplace relationships.