Our People / Josephine Poh

Josephine Poh

Client Service Director / Head of Trust
+65 6536 9119 Email me
Josephine is the Director of Client Services, and the Head of Trust of ZICO Trust. She brings a wealth of experience of over 12 years, especially from the private trusts sphere. Josephine has managed portfolios of high profile and ultra-high net worth clients across Asia and Europe. Not only is Josephine familiar with structuring trusts of varying asset classes, she also has a strong suit in trust administration, providing clients with an integrated suite of wealth planning options and solutions.

Experience

Josephine has worked with families, corporate entities, patriarchs and matriarchs from different culture, industry and background. She seeks to understand their priorities, goals and pain points. In doing so, she has grown with her clients, follow along evolving landscape and circumstances to ensure trust structures remain up-to-date and viable. Other than providing wealth planning framework and solutions, Josephine is able to guide clients on the details that will ensure clarity and provide confidence to the smooth administration of the trusts for years ahead. Josephine also works with other industry experts such as lawyers, bankers and tax advisors to bring comprehensive solutions to her clients.

Career

Josephine began her legal training in a full-serviced boutique law firm. With the technical knowledge and experience that she had gained, she joined the trust industry, learning the ropes from industry experts in international banks such as Citi and Deutsche Bank, as well as local private trust companies.  Josephine’s career experience was intentionally designed for her exposure to wealth planning solutions offered by major industry players and extensive custom-tailored products offered by comparatively smaller but dominating private industry players.

Qualifications

  • Trust and Estate Practitioner (TEP) with Diploma in International Trust Management, Society of Trust and Estate Practitioners (STEP)
  • STEP Foundation Certificate in International Trust Management, Society of Trust and Estate Practitioners (STEP)
  • BA in Psychology (Cum Laude), State University of New York at Buffalo
  • Corporate Compliance Procedures, Executive Diploma in Corporate Administration, SAICSA
  • Basic Principles of Drafting Minutes and Resolutions, Paralegal Certification Course, Law Society and TP

Language

  • Chinese
  • English
  • Hokkien