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
Universidade de São Paulo
Extension / Post graduation courses
2001-2002
FAAP - Fundação Armando Alvares Penteado
Bachelor's Degree (Economics)
1994-2000
Colégio Dante Alighieri
High School
1991-1993
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 @ Universidade de São Paulo. Jose Affonseca has 2 emails and 8 mobile phone numbers on RocketReach.
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