David Valentin Email and Phone Number
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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
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Leiter Verkauf - Marketing BeratungAvanea Pension Fund May 2024 - PresentWädenswil, Zurich, SwitzerlandBeratung und Betreuung von Direktkunden und Brokern für die Sammelstiftungslösung der Avanea Pensionskasse (BVG), Leitung Marketing, Geschäftsentwicklung -
Stiftungsrat VizepräsidentPensionskasse Valiant Holding Apr 2023 - May 2024Bern, Berne, SwitzerlandVizepräsident, Arbeitnehmervertreter, Mitglied des Anlageausschusses
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Foundation Board Substitute MemberPensionskasse Valiant Holding Jan 2020 - Apr 2023Bern, Berne, Switzerlandconsultative voice
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Employee Benefits Consultant, Broker, Heading Up The French-Speaking Suisse Romande RegionValiant Bank Ag Nov 2016 - May 2024Bern, Berne, SwitzerlandBroker 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. -
General AgentSwiss Life Ag Oct 2014 - Oct 2016AarauGeneral 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 -
Commercial Director, Director Hr Solutions, Healthcare & PensionsUnirisc Group Jul 2013 - Oct 2014Vésenaz GeUnirisc 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 -
Senior Benfits AdvisorReichmuth & Co, Privatbankiers Aug 2011 - Jun 2013Lucerne Area, SwitzerlandResponsible 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
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Partner, Director International ConsultingVerbag Versicherungsberatungs Ag Sep 2010 - Aug 2011Partner, Director International ConsultingPersonal 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. -
Cross-Sell Director, Corporate Life&Pensions, Zurich SwitzerlandZurich Financial Services Jan 2009 - Aug 2010Provide 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. -
Head Of Distribution, Zurich Invest Ag, Zurich AnlagestiftungZurich Bank Jan 2008 - May 2010direct distribution for the institutional investors of Zurich Investment Foundation (Zurich Anlagestiftung) and indirect distribution strategy (tied agents, broker, wholesale) for private investors -
International Employee Benefits Consultant, Zurich Employee Benefits Network, Life PoolingZurich Financial Services Jan 2007 - Feb 2008International Life Pooling, Life Captives, International EB Consulting and Expatriate Solutions. Network Partner Management -
Regional Development Manager Northern Europe, Zurich International SolutionsZurich Life Mar 2004 - Dec 2006intl. unit-linked products for Expatriates, Third Country Nationals and High Net Worth Individuals, and group solutions (Group Life and Group Pensions). Regional Head (Scandinavia) -
Relationship Leader Corporate Customers Swiss Occupational Pensions BvgZurich Financial Services Jan 2001 - Mar 2004autonomous 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
David Valentin Education Details
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Berufsbildungsverband Der VersicherungswirtschaftRegistered Broker With Swiss Financial Market Supervisory Authority Finma, Reg. N° 26217 -
Vbv Berufsbildungsverband Der VersicherungswirtschaftEuropean Insurance Intermediary (Eficert) -
Iffp Institute For Finance PlanningDipl. Fund Analyst Iaf -
Iffp Institute For Finance PlanningDipl. Fund Advisor Iaf -
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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David Valentin
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David Valentin
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David Valentin
Dynamic And Accomplished Leader | 20 Years Of U.S. Marine Corps Experience In Talent Acquisition, Logistics, And Team DevelopmentGreater Tampa Bay Area
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