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

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 XP ecosystem specialists to ensure an excellent client experience throughout their journey.

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). The work model is flexible, with a preference for in-person interactions to enhance workplace relationships.