Private B2B | Closer / Shadow Banker (Rio de Janeiro)
XP Inc. · Rio de Janeiro
Posted about 2 months ago
or apply directly on XP Inc.'s site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 51 days XP Inc.'s roles stay open a median of 80 days
- Reposted
- No
- Salary listed
- No 0% of XP Inc.'s roles list one
- Ghost-job risk at XP Inc.
- high 189 stale, 4 reposted of 192 open
- Hiring momentum
- 274 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-10-22
Measured from postings appearing on and disappearing from XP Inc.'s own greenhouse board since 2026-08-03. Full hiring picture for XP Inc..
About this role
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
- 5/5
- freshness
- 4/5
- career value
- 4/5
- role clarity
- 4/5
- pay transparency
- 0/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of XP Inc. as an employer.
What you need
- 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 you get
- Plano de saúde
- Plano odontológico
- Wellhub (Gympass)
- Zenklub
- Seguro de Vida
- iFood Benefícios (VA e VR flexível)
Worth weighing
- 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.
Summarised from XP Inc.'s posting. Read the full original.
Listed by XP Inc. on their greenhouse job board, last confirmed open on 2026-10-22. PitchMeAI is not the employer.
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