Éléonore Charrez, Consultant & Trainer


  • Training of employees in various areas of finance, such as portfolio management, behavioral finance and mortgage lending.
  • Training and coaching of employees in the relational and commercial skills required for client advice.
  • Experts for the oral exams "Certified Wealth Management Advisor" accredited by the SAQ (Swiss Association for Quality).


  • Adult educator, teaching in economics and political science.
  • Teaching in Financial Risk Management (MSc course).
  • Senior Learning Consultant : CWMA, Certified Wealth Management Advisor ; Development of the question bank and implementation of the Certification.
  • Responsible for the development of continuing education related to LSFin and LEFI : Implementation of a training and certification platform ; Development and implementation of regional courses, conferences and congresses ; Testing and introduction of the LMS, development of a course.
  • Development of head Member Education : Project management, coordination, development, deployment and conduct of courses, budget and billing management, course management and administration ; Testing and introduction of CRM systems ; Team management : development and implementation of several courses.
  • Learning Consultant : Development and management of training and certification programs for Thomson Reuters software on financial markets and instrument and risk management (Kondor+, Eikon, 3000Xtra, Reuters Knowledge, Metastock) ; Course Manager : development and implementation of several courses and certifications.
  • Vice President : Investment Consultant - Spanish Private Clients ; Private Client Portfolio Management.
  • Power of Attorney : Research Sales - Swiss equities and derivatives - institutional clients.
  • Manager : Business Development and Seminar Marketing
  • Languages : French / German / English / Spanish