US

Urs Schmid

Vorsorgespezialist

Urs Schmid has extensive experience in the insurance and financial planning sector, currently serving as a Vorsorgespezialist at Die Mobiliar since May 2015, after a long tenure in a similar role from January 2001 to March 2014, where responsibilities included training and supporting ten pension advisors and managing back-office operations. Urs Schmid's previous roles encompass positions at Credit Suisse, MWB Zürich AG, Swiss Life, Zurich Insurance Company Ltd, and Patria Versicherung, demonstrating a strong background in administration, portfolio management, team leadership, and product development. Educational qualifications include a federal diploma as a financial planner and a federal certificate as a specialist in private insurance, complemented by comprehensive commercial training.

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