Topline | Heath Smith

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Heath Smith

Client Relationship Manager - Wealth (Institutional) at ANZ

Intro Book

Seasoned finance professional with 20+ years of experience in asset management, investments, and financial services.

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Location

Auckland, Auckland, New Zealand, NZ

Skills

Asset Management
Investments
Financial Services
Finance
Superannuation
Pensions
Financial Accounting
Financial Markets
Financial Analysis
Management
Strategic Planning
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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$120.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Heath has 20+ years of experience in finance, which is a significant amount of time. His skills include asset management, investments, financial services, and finance, which are all in demand. He has worked with several prominent companies, including ANZ and BlackRock. His education from the University of Auckland and his CA certification add prestige. Considering his experience, skills, and education, I would estimate his hourly rate to be around $120. This is lower than what some top finance professionals might charge, but it’s still a good rate considering his level of experience and the fact that he’s based in Auckland, New Zealand.

Bio

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Topline AI

Heath Smith is a seasoned finance professional with 20+ years of experience in asset management, investments, and financial services. He has held various roles, including Relationship Manager, Senior Finance Manager, and Fund Accounting Manager, and has worked with prominent companies such as ANZ, Legal & General, and BlackRock. He holds a Bachelor's Degree in Accounting and Finance from the University of Auckland and is a certified Chartered Accountant (CA) from the New Zealand Institute of Chartered Accountants.

Credentials

CA

NZICA

Experience

ANZ
- Auckland, New Zealand
- Client Relationship Manager - Wealth (Institutional)
  - Apr 2015 - Present
  - Auckland, New Zealand
  Relationship Manager for wholesale wealth clients
Legal & General
- London, United Kingdom
- Senior Finance Manager (contract)
  - Nov 2013 - Oct 2014
  - London, United Kingdom
  Financial Control - wealth management (income).
Close Brothers Asset Management
- London, United Kingdom
- Finance Manager & Project Accountant (contract)
  - Sep 2011 - Sep 2013
  - London, United Kingdom
  Financial control for wealth management. Project management - implementation of GL, new back office systems and legal entity migra
BlackRock
- London, United Kingdom
- Management Accountant (contract)
  - Oct 2010 - Jun 2011
  - London, United Kingdom
  Management accountant focusing on budgeting and forecasting
ANZ
- Auckland, New Zealand
- Fund Accounting Manager
  - Aug 2005 - Jun 2010
  - Auckland, New Zealand
  Managing unit pricing and fund accounting functions
EY
- London, United Kingdom
- Assistant Manager
  - Jan 2004 - May 2005
  - London, United Kingdom
Arthur Andersen & Co.
- Auckland, New Zealand
- Senior Auditor
  - Jan 1999 - Sep 2002
  - Auckland, New Zealand
  Specialising in external financial services audit engagements.

Education

University of Auckland
Bachelor's Degree, Accounting and Finance

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Banking”

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Heath Smith

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100 Credits For FREE

$120.0

Hourly Rate