Professional Summary

Professional Overview

Patrick Schenkel is an experienced financial services professional with a diverse background spanning insurance, asset management, and entrepreneurship. As an Agenturpartner at Home Instead Schweiz AG, he oversees the operations and growth of the company's agency network in the Swiss market. Concurrently, he serves as a Vertriebsmitarbeiter at Brofina GmbH and as the Unternehmensinhaber of Schenkel Treuhand und Liegenschaftsverwaltung, leveraging his expertise in sales, client relations, and asset management.

Experience Summary

Current Roles

Agenturpartner, Home Instead Schweiz AG (2022 - Present)

Responsible for managing and expanding the company's agency network in Switzerland

Oversees operations, sales, and client service for the Swiss market

Drives strategic initiatives to enhance the company's market presence and brand reputation

Vertriebsmitarbeiter, Brofina GmbH (2018 - Present)

Contributes to the sales and distribution efforts of the financial services firm

Collaborates with clients to understand their needs and provide tailored solutions

Unternehmensinhaber, Schenkel Treuhand und Liegenschaftsverwaltung (2018 - Present)

Oversees the operations and strategic direction of the asset management and real estate firm

Responsible for managing client portfolios and ensuring regulatory compliance

Career Progression

Leiter Agenturen Winterthur und Schaffhausen, Generali Switzerland (2016 - 2018)

Spearheaded the management and expansion of the company's agency network in the Winterthur and Schaffhausen regions

Implemented strategic initiatives to enhance sales performance and client satisfaction

Leiter Key-Account-Manager, Sympany (2016)

Oversaw the key account management function, ensuring the delivery of exceptional customer service

Collaborated with senior leadership to develop and execute growth strategies

Generalagent, Swiss Life (2007 - 2016)

Served as a senior insurance professional, responsible for managing client portfolios and growing the business

Excelled in client relations and demonstrated a strong track record of achieving sales and performance targets

Academic Background

Patrick Schenkel holds a diploma in finance and insurance from a reputable Swiss institution, where he specialized in asset management and risk management. His academic pursuits have equipped him with a deep understanding of the financial services industry and its regulatory landscape.

Areas of Expertise

Insurance and financial services

Asset management and portfolio optimization

Client relations and customer service

Sales and business development

Entrepreneurship and strategic leadership

Professional Impact

Throughout his career, Patrick Schenkel has made significant contributions to the financial services industry. He has successfully grown agency networks, driven sales performance, and delivered exceptional client service. As an entrepreneur, he has demonstrated his ability to manage complex operations and ensure regulatory compliance. Patrick's versatile skill set and industry expertise position him as a valuable asset in the Swiss financial services landscape.

Conclusion

With his extensive experience, strong industry knowledge, and proven track record of success, Patrick Schenkel is well-equipped to continue driving growth and innovation in the financial services sector. His multifaceted expertise, combined with his entrepreneurial mindset, make him a valuable partner for organizations seeking to expand their market presence and deliver exceptional client outcomes.