Conseiller En Prévoyance
Current
Sep 2022 - Present
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Benjamin Béquillard Email & Phone Number
Conseiller en prévoyance chez SwissLife
at
Swiss Life
1 work email found
@swisslife.ch
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Conseiller en prévoyance chez SwissLife
Location
Geneva, Switzerland
Company size
Who is Benjamin Béquillard? Overview
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Quick answer
Benjamin Béquillard is listed as Conseiller en prévoyance chez SwissLife at Swiss Life, a with 2040 employees, based in Geneva, Switzerland. AeroLeads shows a work email signal at swisslife.ch and a matched LinkedIn profile for Benjamin Béquillard.
Benjamin Béquillard previously worked as Conseiller en Prévoyance at Swiss Life and Conseiller en assurances et prévoyance Intermédiaire d'assurance AFA at Generali. Benjamin Béquillard holds Master’S Degree, Economics: Bank And Financial Institutions Management from Université Catholique De Lille.
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*@swisslife.ch
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Profile bio
About Benjamin Béquillard
Self-confidence | Responsibility | Creativity | Determination | Flexibility | Entrepreneurial SpiritCharismatic Business Development Manager with experience in establishing and development of luxury French wine business in Poland (Vinonet) as well as previous experience of Relationship Management at international financial institutions (Société Générale, Crédit Agricole) in France, dealing with corporate clients from various sectors, i.e.: Media, Telecom, Movie with turnover of over EUR 75M. Strongly developed analytical and negotiation skills. The ability to build stable relations with clients thanks to profound identification of client's needs as well as capabilities and thorough risk analysis. Business Development & Relationship Management:- successful advisory to a VIP client (at Société Générale) in the process of financing original assets (plane, island) for a total amount of EUR 200 M; presented the file to the Credit committee & obtained final approval- winning a number of loyal VIP clients at Vinonet generating 75% of margin while the market average is 20%- increased clients’ profitability (Grade-Related Premium/ROE) while monitoring the bank's consolidated commitments with those same clients (concentration level/ RWA): client's portfolio profitability increased by 5% annually along with risk stabilizationLeadership:- creation from scratch and successful development of the Concept Vinonet/Le Salon in Warsaw together with a dedicated team of 5 people: selection of quality French wines, original Team Building workshops for companies, implementation of innovative tools for wine tasting- subordinate team at Société Générale Investing Bank was recognized by movie sector as one of the most efficient in terms of obtaining credit lines (expertise in evaluation of Portfolio assets/commitments/guarantee)- manager of the largest team dedicated to clients' administrative supervision at Société Générale branch for mid and big corporates in France
Listed skills include Business Development, Commercial Strategy, Banque D'Investissement, Strategy, and 10 others.
Current workplace
Benjamin Béquillard's current company
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Swiss Life
10 roles
Benjamin Béquillard work experience
A career timeline built from the work history available for this profile.
Conseiller En Assurances Et Prévoyance Intermédiaire D'Assurance Afa
- Suivre et développer le portefeuille de clients confiés - Multiplier les études complètes ( Conseil Global) et les relations de confiance pérennes avec les client(e)s- Définir avec les clients au cas par cas les solutions qui leur conviennent le mieux- Développer les relations et les clients PME au sein du portefeuille
Sep 2019 - Aug 2022
Insurance Broker Specialist
-Building and maintaining business relationships with clients-Scheduling and attending meetings-Discussing and assessing clients' current and future insurance needs-Researching insurance policies and products-Arranging insurance cover for clients with the insurance provider-Preparing reports for insurance underwriters-Advising clients on making claims on their policies-Renewing or amending existing policies for clients-Undertaking general administrative duties
Oct 2017 - Aug 2019
Product Specialist /Sales Manager
Ayat Conseil & Courtage
-Advising on complex investment management solutions-Prepare individual client presentations ( Corporates and Institutions)-Provide portfolio reporting to CEO-Portfolio consulting & Proactive Investment Ideas-Tailor made Investment Solution & Mortgage & Tax System-Acquisition & Direct contacts with clients
Jun 2017 - Oct 2017
Sommelier & Founder, Owner & Managing Director
Vinonet
- promotion of French wines in Poland through innovative tools and exclusive servicesexternal Sommelier for French institutions in Poland (French Chamber of Commerce, French Embassy), hotels and restaurants (Sofitel, Windsor, Hotel Ossa) during exclusive events- creation & implementation of innovative tools allowing better understanding of wine (Wine Aroma Wheels, Color Bar, Wine Tasting Notes)- Wine Tasting lectures for private VIP clients
Sep 2009 - Jul 2016
Relationship Manager - Media & Telecom
- commercial management of multinational French CAC 40 companies portfolio in the media and telecom sectors (structured products for financing needs) – Global Grade-Related Premium amounting to EUR 30M- client strategy formalization and business line alignment verification from a commercial standpoint with the use of marketing tools (Account Analysis, Shared Goals)- promotion of business line cross-selling efforts aimed at optimal and complete servicing of the client portfolio needs… Show more - commercial management of multinational French CAC 40 companies portfolio in the media and telecom sectors (structured products for financing needs) – Global Grade-Related Premium amounting to EUR 30M- client strategy formalization and business line alignment verification from a commercial standpoint with the use of marketing tools (Account Analysis, Shared Goals)- promotion of business line cross-selling efforts aimed at optimal and complete servicing of the client portfolio needs - supervision of clients' financial operations brought into SGCIB’s balance sheet (term sheet drafting, document negotiation with clients) Show less
Jun 2007 - Jul 2009
Relationship Manager
- commercial management of a portfolio of companies in different sectors with annual turnover of EUR 75M+ (business flows and cash management products)- management of a Banking Management Studies service (6 people in charge of the portfolio’s administrative supervision)- implemented service packages (studied the commercial relationship's profitability, negotiated with the client) - LBO study and financing (lead manager and book runner)
Jun 2004 - Jun 2007
Mid-Cap Companies Relationship Manager
- commercial management of a portfolio of companies in different sectors with annual turnover between EUR 20M and EUR 100M (business flows – products and financial services)- financial analysis and credit proposals, management of the several syndication phases with the participation of partner banks - implemented a client prospecting project (mass-mailings, follow-up calls, RCP) with 20% success rate
Jan 2003 - Jun 2004
Credit Analyst For Small-Cap Companies
- advisory to account managers entrusted with drafting specific credit files (FCPR transfers and recoveries, new money)- credit increases to professionals (transfers, tax optimization)- credit files preparation to be presented to General Management (credit committee, on a weekly basis)
Jun 2000 - Jan 2003
Private Banking Credit Analyst
Dec 1998 - Jun 2000
Team & coworkers
Colleagues at Swiss Life
Other employees you can reach at swisslife.ch. View company contacts for 2040 employees →
FR
Fabio Rupper
Colleague at Swiss LifeSankt Gallen, St Gallen, Switzerland
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AK
Andreas Karz
Colleague at Swiss LifeZurich, Switzerland
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KB
Kurt Beck
Colleague at Swiss LifeSursee, Lucerne, Switzerland
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LH
Luca Huber, Frm
Colleague at Swiss LifeZurich, Switzerland
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SA
Senem Atmaca
Colleague at Swiss LifeZurich, Switzerland
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DC
Daniel C. Rey
Colleague at Swiss LifeSt Moritz, Graubünden, Switzerland
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AM
Andrin Monstein
Colleague at Swiss LifeSt Gallen, Switzerland
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RB
Roger Beerli
Colleague at Swiss LifeSankt Gallen, St Gallen, Switzerland
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BB
Benjamin Bakar
Colleague at Swiss LifeArbon, Thurgau, Switzerland
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TS
Tamara Szkutnik
Colleague at Swiss LifeZurich, Switzerland
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Fabio Rupper
Colleague at Swiss LifeSankt Gallen, St Gallen, Switzerland
View →
AK
Andreas Karz
Colleague at Swiss LifeZurich, Switzerland
View →
KB
Kurt Beck
Colleague at Swiss LifeSursee, Lucerne, Switzerland
View →
LH
Luca Huber, Frm
Colleague at Swiss LifeZurich, Switzerland
View →
SA
Senem Atmaca
Colleague at Swiss LifeZurich, Switzerland
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DC
Daniel C. Rey
Colleague at Swiss LifeSt Moritz, Graubünden, Switzerland
View →
AM
Andrin Monstein
Colleague at Swiss LifeSt Gallen, Switzerland
View →
RB
Roger Beerli
Colleague at Swiss LifeSankt Gallen, St Gallen, Switzerland
View →
BB
Benjamin Bakar
Colleague at Swiss LifeArbon, Thurgau, Switzerland
View →
TS
Tamara Szkutnik
Colleague at Swiss LifeZurich, Switzerland
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3 education records
Benjamin Béquillard education
Master’S Degree, Economics: Bank And Financial Institutions Management
Master’S Degree, Economics: Money, Banking, Finance, And Insurance
Sommelier Certificate
Wine University Of Suze-La-Rousse
FAQ
Frequently asked questions about Benjamin Béquillard
Quick answers generated from the profile data available on this page.
What company does Benjamin Béquillard work for?
Benjamin Béquillard works for Swiss Life.
What is Benjamin Béquillard's role at Swiss Life?
Benjamin Béquillard is listed as Conseiller en prévoyance chez SwissLife at Swiss Life.
What is Benjamin Béquillard's email address?
AeroLeads has found 1 work email signal at @swisslife.ch for Benjamin Béquillard at Swiss Life.
Where is Benjamin Béquillard based?
Benjamin Béquillard is based in Geneva, Switzerland while working with Swiss Life.
What companies has Benjamin Béquillard worked for?
Benjamin Béquillard has worked for Swiss Life, Generali, Agence Mendes, Ayat Conseil & Courtage, and Vinonet.
Who are Benjamin Béquillard's colleagues at Swiss Life?
Benjamin Béquillard's colleagues at Swiss Life include Fabio Rupper, Andreas Karz, Kurt Beck, Luca Huber, Frm, and Senem Atmaca.
How can I contact Benjamin Béquillard?
You can use AeroLeads to view verified contact signals for Benjamin Béquillard at Swiss Life, including work email, phone, and LinkedIn data when available.
What schools did Benjamin Béquillard attend?
Benjamin Béquillard holds Master’S Degree, Economics: Bank And Financial Institutions Management from Université Catholique De Lille.
What skills is Benjamin Béquillard known for?
Benjamin Béquillard is listed with skills including Business Development, Commercial Strategy, Banque D'Investissement, Strategy, New Business Development, Relationship Management, Negotiations, and Project Management.
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