Vanessa Otang

Wealth Management Adviser @Jbwere New Zealand

Wellington, NZ
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Aug 2022 — Present

Wealth Management Adviser @Jbwere New Zealand

Wellington, NZ

JBWere New Zealand and Jarden Wealth have officially united under a single name. As one team, we now bring together the collective expertise managing more than $30 billion in client assets.With nearly 20 years of global investment advisory experience, I help high-net-worth individuals, families, and charitable trusts invest and grow their wealth with purpose.I specialise in:Immigration wealthIntergenerational planning and family office needsDiscretionary Investment Management (DIMS)Charitable trust and legacy strategiesESG-aligned portfoliosClients value my calm, strategic approach and ability to simplify complexity. I work alongside my advisory team to deliver tailored, institutional-grade solutions backed by deep market insight and governance expertise.

SKILLS

EnergyProject ManagementBusiness AnalysisBusiness DevelopmentFinancial ServicesCrmSales ManagementRelationship ManagementBusiness StrategyFinanceRisk ManagementPortfolio ManagementNew Business DevelopmentManagementAccount ManagementChange ManagementNegotiationSales

ABOUT VANESSA OTANG

Vanessa boasts over 15 years of industry experience, both domestically and…

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Vanessa Otang — Wealth Management Adviser at Jbwere New Zealand in Wellington, NZ | Unifers