Junior Support Analyst – Private Wealth Management

3 semanas atrás

São Paulo, São Paulo, Brasil XP Inc. Tempo inteiro
Overview

Junior Support Analyst – Private Wealth Management (PWM). We are seeking a proactive and organized Junior Support Analyst to join our PWM team. This role provides operational support for daily routines, assists with offshore investments, and supports internal teams and external clients. The ideal candidate helps improve workflows through automation and process organization, contributing to the efficiency and effectiveness of the PWM area.

What We Offer
  • Opportunity to grow and develop within a dynamic PWM team.
  • Exposure to offshore investment operations and advanced financial products.
  • Collaborative and supportive work environment.
Requirements
  • Fluency in English and Portuguese (both written and spoken).
  • Strong organizational skills and attention to detail.
  • Proactive attitude with the ability to work independently and as part of a team.
  • Basic understanding of operational processes and offshore investments.
  • Good communication skills to interact effectively with clients and internal stakeholders.
Nice to Have
  • Programming skills in Python or other scripting languages to support automation initiatives.
Key Responsibilities
  • Support daily operational processes within the PWM area, ensuring smooth execution of tasks.
  • Assist with offshore investment operations and related client support activities.
  • Provide timely and effective support to internal teams (financial advisors, bankers) and external clients.
  • Help identify opportunities to improve workflows and processes through automation and better organization.
  • Collaborate closely with team members to ensure high-quality service delivery.
  • Maintain accurate documentation and records of operational activities.
  • Participate in training and development initiatives to enhance skills and knowledge.
Benefits
  • Saúde e Bem-estar: planos de saúde (sem coparticipação, incluindo dependentes), plano odontológico, Wellhub (Gympass), Zenklub, seguro de vida, iFood Benefícios (VA e VR), vale transporte, New Value (clube de benefícios), licença parental (maternidade 6 meses, paternidade 20 dias), auxílio creche.
  • Vida Financeira: fundos de investimentos exclusivos, assessoria de investimentos, cartão XP Visa Infinite sem anuidade, crédito (consignado, home equity, CCB imobiliário).
Modelos de Trabalho

O modelo de trabalho varia conforme a função, podendo ser totalmente presencial para frentes de negócio e mais flexível para outras equipes. Seguimos um modelo com mais frequência presencial, mas sempre guiado por flexibilidade e autonomia com a responsabilidade da nossa cultura empreendedora. A XP Inc. valoriza as interações pessoais e acredita no uso do escritório como ferramenta para potencializar as relações no trabalho.

Details
  • Seniority level: Entry level
  • Employment type: Full-time
  • Job function: Information Technology

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