Private Wealth CRM Analyst (12-Month Contract)

Brookfield Singapore Pte Ltd; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

Brookfield Singapore Pte Ltd is seeking a Private Wealth Analyst (12-Month Contract) to join the Southeast Asia CRM team in Singapore. You will support client relationship management, fundraising campaigns, and business development activities across Asia, working closely with senior relationship managers.

The role offers exposure to private wealth distribution, fundraising, and client engagement, with opportunities for permanent conversion for high performers.

Qualifications

• Bachelor's or Master's degree in Finance, Business, Economics, Marketing, or a related discipline.
• 1–3 years of part-/full-time relevant experience in private markets, asset management, wealth management, or client-facing support roles.
• Interest in private wealth, fundraising, sales, or alternative investments.
• Strong interpersonal and communication skills with the confidence to interact with internal and external stakeholders.
• Highly organized with attention to detail and ability to manage multiple priorities.
• Strong analytical skills and proficiency in Excel and PowerPoint.
• Experience with AI platforms.
• Salesforce or other CRM systems is advantageous.
• Proactive, self-motivated, and able to operate in a fast-paced environment.
• Fluency in English; additional Asian languages are favorable

Responsibilities

• Support CRM professionals in managing relationships with private banks, wealth managers, family offices, and distribution partners across Asia.
• Coordinate client meetings, roadshows, due diligence sessions, and relationship-building activities.
• Maintain accurate records of client interactions and fundraising activities in Salesforce and internal systems.
• Assist in the preparation of client materials, presentations, and meeting briefings.
• Support fundraising initiatives across Brookfield’s asset class strategies (infrastructure, real estate, private credit, private equity).
• Monitor fundraising pipelines and help track business development opportunities.
• Conduct market research on private wealth platforms, distributors, competitors, and industry developments.
• Prepare management reports and fundraising updates for internal stakeholders.

Skills

CRM experience

Excel proficiency

PowerPoint proficiency

English fluency

Analytical skills

Interpersonal skills

Education

Bachelor's/Master's degree in Finance/Business/Economics

Tools

Salesforce

MS Excel

PowerPoint

AI platforms

Job description

Brookfield Singapore Pte Ltd is seeking a Private Wealth Analyst (12-Month Contract) to join the Southeast Asia CRM team in Singapore. You will support client relationship management, fundraising campaigns, and business development activities across Asia, working closely with senior relationship managers.

The role offers exposure to private wealth distribution, fundraising, and client engagement, with opportunities for permanent conversion for high performers.