Cheryl Poh is Associate Director, Client Services at Golden Equator Wealth, where she works closely with our Family Office Advisors to provide support for administrative and organisational aspects of client management.
Cheryl brings more than ten years of experience in private banking, account management, client onboarding and preparation of client proposals and portfolio reviews. Most recently, she was Assistant Relationship Manager at Credit Suisse, managing clients from the South Asia and Gulf region. Prior to this, she was Analyst at Deutsche Bank, initially supporting Portfolio Managers in the Discretionary Portfolio Team thereafter assisting Relationship Managers in handling client enquiries and operations as well.
Cheryl holds a Bachelor of Science in Banking & Finance from the University of London, UK.
