Bertrand Guerin
About Bertrand Guerin
Bertrand Guerin is a Senior Business Manager at UBS, specializing in Americas Asset Management Institutional Distribution since 2015. He has extensive experience in financial analysis and client relationship management, contributing to significant revenue growth and process improvements.
Work at UBS
Bertrand Guerin has been employed at UBS since 2015, serving as the Senior Business Manager for Americas Asset Management Institutional Distribution. In this role, he operates from Chicago, Illinois, and has accumulated nine years of experience in this position. His responsibilities include collaborating with client relationship managers and leading critical sales support activities. He has played a significant role in achieving revenue targets for the North America sales team.
Previous Experience at UBS
Before his current role, Bertrand Guerin worked at UBS as a Senior Financial Analyst in the Hedge Fund Business from 2006 to 2014. During this eight-year tenure, he was involved in data research, collateral preparation, pricing, and due diligence. His contributions included leading sales support activities that resulted in significant client wins, contributing to the overall revenue goals of the organization.
Education and Expertise
Bertrand Guerin studied Business Administration and Management at Groupe IEA, where he earned his Bachelor's degree from 1992 to 1996. His educational background provides a foundation for his expertise in business management and financial analysis, which he applies in his current and previous roles within UBS.
Key Contributions and Initiatives
In his role, Bertrand Guerin has implemented standardized CRM system processes that improved data quality by 30%, achieving a 95% accuracy rate in tracking pipeline progression and at-risk clients. He also represents his team in various committees focused on business risk assessment, business continuity management, and product development. Additionally, he has partnered with the marketing team to enhance campaign content, resulting in a click-to-open email ratio that exceeds industry standards by 30%.