Disha Tahlani

Disha Tahlani

Julius Baer Wealth Advisors India Pvt Ltd || Brand Ambassador - Diversity & Inclusion- JB (Focus Gro...
Mumbai, Maharashtra, India

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Work Experience

Julius Baer

Associate Manager - Client Acquisition & Prospect Management

2022-11-01 - Present

BNP Paribas Wealth Management

Assistant Vice President - Servicing UHNWI and Client Acquisition

2017-12-01 - 2020-02-01

Career Break

Career transition

2015-07-01 - 2016-09-01

Standard Chartered Bank

Relationship Manager

2014-11-01 - 2015-06-01

Skills

private banking wealth management wealth planning investment advisory sustainable investing next generation your wealth holistic advice discretionary mandates global custody lombard lending structured products foreign exchange securities execution advisory precious metals

Languages

No Languages Available