David Valentin

David Valentin Email and Phone Number

Leiter Verkauf - Marketing - Beratung @ Avanea Pension Fund
wädenswil, zurich, switzerland
David Valentin's Location
Wädenswil, Zurich, Switzerland, Switzerland
David Valentin's Contact Details

David Valentin work email

David Valentin personal email

n/a
About David Valentin

Business contacts with know-how or needs in or for International Employee Benefits, Expatriates, QROPS Pension Benefits transfers, Life Insurance, Life Pooling, international healthcare, independent insurance advise (registered broker)Specialties: Employee Benefits, Expatriates, QROPS, Private Banking, Life Insurance, Life Pooling, Corporate Life & Pensions, Swiss pension market BVG, German pension market bAV (Direktzusage, Unterstützungskasse, Zeitwertkonten), Institutional Funds, Sales, Product Development, Market Development, independent insurance advise, registered insurance broker

David Valentin's Current Company Details
Avanea Pension Fund

Avanea Pension Fund

View
Leiter Verkauf - Marketing - Beratung
wädenswil, zurich, switzerland
Website:
avanea.ch
Employees:
4
David Valentin Work Experience Details
  • Avanea Pension Fund
    Leiter Verkauf - Marketing Beratung
    Avanea Pension Fund May 2024 - Present
    Wädenswil, Zurich, Switzerland
    Beratung und Betreuung von Direktkunden und Brokern für die Sammelstiftungslösung der Avanea Pensionskasse (BVG), Leitung Marketing, Geschäftsentwicklung
  • Pensionskasse Valiant Holding
    Stiftungsrat Vizepräsident
    Pensionskasse Valiant Holding Apr 2023 - May 2024
    Bern, Berne, Switzerland
    Vizepräsident, Arbeitnehmervertreter, Mitglied des Anlageausschusses
  • Pensionskasse Valiant Holding
    Foundation Board Substitute Member
    Pensionskasse Valiant Holding Jan 2020 - Apr 2023
    Bern, Berne, Switzerland
    consultative voice
  • Valiant Bank Ag
    Employee Benefits Consultant, Broker, Heading Up The French-Speaking Suisse Romande Region
    Valiant Bank Ag Nov 2016 - May 2024
    Bern, Berne, Switzerland
    Broker service. Independent, neutral advice in the areas of occupational pension provision and personal insurance. - Basic pension plans BVG, management, daily sickness benefits KTG, daily accident benefits UVG and UVG supplement. - Analysis and optimisation of existing pension and insurance solutions. - Comparison of current providers with other market participants. - Support in the event of a possible change of provider. - Organisation of information events for staff. - Contact point for employers and staff in all social insurance matters.
  • Swiss Life Ag
    General Agent
    Swiss Life Ag Oct 2014 - Oct 2016
    Aarau
    General Agent Swiss Life AG General Agency David Valentin Kasinostrasse 32, 5000 Aarau Your leading provider in the following areas; Retirement Protection of disability and death Tax optimization Bequeath Dynamic retirement advice, financial planning Asset accumulation, asset expansion, asset management Property search, sale, assessment, protection, mortgages General insurance, health insurance Occupational retirement provision (BVG / LPP), management schemes, bonus schemes Succession planning, succession financing
  • Unirisc Group
    Commercial Director, Director Hr Solutions, Healthcare & Pensions
    Unirisc Group Jul 2013 - Oct 2014
    Vésenaz Ge
    Unirisc Group is a subsidiary of the French international insurance provider SIACI SAINT HONORÉ (www.s2hgroup.com) and member of the JLT International Network (www.jltgroup.com/jlt-network/)Being a member of the Executive Committee, I'm responsible for the following practices;HR Business Partner solutions; - planned and unplanned absence management- accident and sickness claims management,- absenteeism management- payroll management- Helpdesk; direct line and e-mail address available to HR department and employees, full management of medical certificates, claim forms, indemnity control and disputes with insurance companies.- Managing a staff of 17 employeesHealthcare & PensionsLocal and international Employee Benefit insurance programs;- Group healthcare basic and supplementary- Group pension (BVG/LPP) basic, supplementary and Top Management (art. 1e OPP2)- International Life-Pooling- International Group Healthcare Mobility, Group Pension and Group Risk for Expatriates and TCN- Global auditing and benchmarking of Employee Benefits and Total Reward schemes- QROPS pension transfer-Managing a staff of 6 employeesProduct Management- I've developed a group health product for French-Swiss Frontaliers complementary to French CMU as Third-Party Administrator- I've developed a Term-Life product for affinity groups in order to create fidelity between companies and their employees- Responsible for selection of Insruance and Re-Insurance partners who are willing to work in a Third-Party Administrator relationship
  • Reichmuth & Co, Privatbankiers
    Senior Benfits Advisor
    Reichmuth & Co, Privatbankiers Aug 2011 - Jun 2013
    Lucerne Area, Switzerland
    Responsible for Reichmuth's benefits advice; PensFlex occupational benefits for managers with investment decision on individual basis, PensFree and Independent a QROPS registered Vested Benefits Foundation, Pens3a private pension endowment, PensGlobal for expatriates, PensFlex Direktzusage, Untersützungskasse within German bAV and Zeitwertkonten outside bAV, and more
  • Verbag Versicherungsberatungs Ag
    Partner, Director International Consulting
    Verbag Versicherungsberatungs Ag Sep 2010 - Aug 2011
    Partner, Director International Consulting
    Personal Lines insurance Broker, for Corporate Customers, including International Employee Benefits programmes, International Life Pooling, Expatriates and Third Country Nationals, Swiss Occupational Pension solutions (BVG), Daily Sickness Allowance, Accident Insurance.
  • Zurich Financial Services
    Cross-Sell Director, Corporate Life&Pensions, Zurich Switzerland
    Zurich Financial Services Jan 2009 - Aug 2010
    Provide collaborations between Corporate Life & Pensions and General Insurance organization to develop relationship for mutual corporations.Global responsible for life relationship between Swiss based multinational corporations (SMI/SPI stock listed) and Zurich Global Life. Local and international Employee Benefits Consulting.
  • Zurich Bank
    Head Of Distribution, Zurich Invest Ag, Zurich Anlagestiftung
    Zurich Bank Jan 2008 - May 2010
    direct distribution for the institutional investors of Zurich Investment Foundation (Zurich Anlagestiftung) and indirect distribution strategy (tied agents, broker, wholesale) for private investors
  • Zurich Financial Services
    International Employee Benefits Consultant, Zurich Employee Benefits Network, Life Pooling
    Zurich Financial Services Jan 2007 - Feb 2008
    International Life Pooling, Life Captives, International EB Consulting and Expatriate Solutions. Network Partner Management
  • Zurich Life
    Regional Development Manager Northern Europe, Zurich International Solutions
    Zurich Life Mar 2004 - Dec 2006
    intl. unit-linked products for Expatriates, Third Country Nationals and High Net Worth Individuals, and group solutions (Group Life and Group Pensions). Regional Head (Scandinavia)
  • Zurich Financial Services
    Relationship Leader Corporate Customers Swiss Occupational Pensions Bvg
    Zurich Financial Services Jan 2001 - Mar 2004
    autonomous and semiautonomous Swiss pension foundations (BVG), consultation and sales of joint-foundation solutions. Elaboration of tailor-made solutions for corporate customers (Group Life and Group Pension). Sales of funds from investment foundation (Anlagestiftung), cooperation with Swiss pensions experts and regulators.

David Valentin Skills

Employee Benefits International Sales Project Management Swiss Pension System German Occupational Pension Bav International Group Pension International Group Risk International Life Pooling Qrops Life Insurance Insurance Brokerage Business Development Foreign Languages Swiss "1e" Supplementary Pension Schemes Defined Contribution Executive Pension Plans Distribution Strategies Holistic Financial Planning Financial Risk Retirement Strategy Change Management Risk Management Finance

David Valentin Education Details

  • Berufsbildungsverband Der Versicherungswirtschaft
    Berufsbildungsverband Der Versicherungswirtschaft
    Registered Broker With Swiss Financial Market Supervisory Authority Finma, Reg. N° 26217
  • Vbv Berufsbildungsverband Der Versicherungswirtschaft
    Vbv Berufsbildungsverband Der Versicherungswirtschaft
    European Insurance Intermediary (Eficert)
  • Iffp Institute For Finance Planning
    Iffp Institute For Finance Planning
    Dipl. Fund Analyst Iaf
  • Iffp Institute For Finance Planning
    Iffp Institute For Finance Planning
    Dipl. Fund Advisor Iaf
  • Alte Kantonsschule Aarau
    Alte Kantonsschule Aarau
  • Alte Kantonsschule Aarau
    Alte Kantonsschule Aarau

Frequently Asked Questions about David Valentin

What company does David Valentin work for?

David Valentin works for Avanea Pension Fund

What is David Valentin's role at the current company?

David Valentin's current role is Leiter Verkauf - Marketing - Beratung.

What is David Valentin's email address?

David Valentin's email address is da****@****tnet.ch

What schools did David Valentin attend?

David Valentin attended Berufsbildungsverband Der Versicherungswirtschaft, Vbv Berufsbildungsverband Der Versicherungswirtschaft, Iffp Institute For Finance Planning, Iffp Institute For Finance Planning, Alte Kantonsschule Aarau, Alte Kantonsschule Aarau.

What skills is David Valentin known for?

David Valentin has skills like Employee Benefits, International Sales, Project Management, Swiss Pension System, German Occupational Pension Bav, International Group Pension, International Group Risk, International Life Pooling, Qrops, Life Insurance, Insurance Brokerage, Business Development.

Who are David Valentin's colleagues?

David Valentin's colleagues are Christoph Rehberg, Christian Kuchen, Stefanie Zimmermann.

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