Jose Affonseca Email & Phone Number
Director, Senior Client Relationship Manager @ Quilvest (Switzerland) Ltd.
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Jose Affonseca Location
- Zürich, ZH, CH
Jose Affonseca Work
- Director, Senior Client Relationship Manager @ (November 2023 - Present)
- Executive Director, Senior Private Banker, PB Brazil @ (December 2022 - November 2023)
- Director, Senior Relationship Manager, WM Brazil @ (June 2017 - November 2022)
- Director, Head of Acquisition and Business Development, EAM Latam @ (August 2015 - June 2017)
- Head of Investor Relations @ (January 2014 - July 2015)
- External Wholesaler and Senior Sales Executive @ (November 2008 - January 2014)
- Senior Investment Advisor and Private Banker @ (December 2005 - October 2008)
- Investment Counselor @ (April 2004 - November 2005)
- Senior Registered Client Associate @ (November 2001 - March 2004)
- Registered Client Associate @ (March 1999 - September 2001)
Jose Affonseca Education
- USP - Universidade de São Paulo
Extension / Post graduation courses
2001-2002 - FAAP - Fundação Armando Alvares Penteado
Bachelor's Degree
1994-2000 - Colégio Dante Alighieri
High School
1991-1993
Jose Affonseca Skills
- Alternative Investments
- Analytical Skills
- Asset Allocation
- Asset Management
- Banking
- Brazilian Portuguese
- Business Development
- Business Planning
- Certified Financial Planner
- Client Relations
- Customer Acquisition
- Customer Relationship Management (CRM)
- Customer Retention
- Derivatives
- ETFs
- English
- Equities
- Equity Derivatives
- Financial Markets
- Financial Services
- Fixed Income
- Fund Of Funds
- Hedge Funds
- Insurance
- Investment Advisory
- Investment Banking
- Investment Management
- Investment Strategies
- Investments
- Leadership
- Loans
- Management
- Microsoft Office
- Mutual Funds
- Negotiation
- New Business Development
- Portfolio Management
- Private Banking
- Private Equity
- Project Management
- Retirement Planning
- Sales
- Sales Management
- Series 7
- Spanish
- Strategic Financial Planning
- Strategy
- Team Leadership
- Venture Capital
- Wealth Management
Jose Affonseca Summary
- Jose Affonseca, based in Zürich, ZH, CH, is currently a Director, Senior Client Relationship Manager at Quilvest (Switzerland) Ltd.. Jose Affonseca brings experience from previous roles at Santander Private Banking International, Credit Suisse and M. Safra & Co. - Money Managers. Jose Affonseca holds a 2001 - 2002 Extension / Post graduation courses @ USP - Universidade de São Paulo. With a robust skill set that includes Alternative Investments, Analytical Skills, Asset Allocation, Asset Management, Banking and more. Jose Affonseca has 2 emails and 8 mobile phone numbers on RocketReach.
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