David Valentin Email & Phone Number

Wädenswil, Zurich, Switzerland

Beratung und Betreuung von Direktkunden und Brokern für die Sammelstiftungslösung der Avanea Pensionskasse (BVG), Leitung Marketing, Geschäftsentwicklung

Bern, Berne, Switzerland

Vizepräsident, Arbeitnehmervertreter, Mitglied des Anlageausschusses

Bern, Berne, Switzerland

consultative voice

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.

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

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

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

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.

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.

direct distribution for the institutional investors of Zurich Investment Foundation (Zurich Anlagestiftung) and indirect distribution strategy (tied agents, broker, wholesale) for private investors

International Life Pooling, Life Captives, International EB Consulting and Expatriate Solutions. Network Partner Management

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)

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.

Versicherungsvermittler Vbv, Registered Broker With Swiss Financial Market Supervisory Authority Finma, Reg. N° 26217

European Insurance Intermediary (Eficert)

Activities and Societies: European Financial Certification Organisation

Dipl. Fund Analyst Iaf

Dipl. Fund Advisor Iaf

Education record

Education record