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Client Controller

COFRA Holding AG · Zoug

Nouveau
🇬🇧 English

Description du poste

About the role

Anthos is seeking a Client Controller to support the planning, monitoring, and optimisation of client assets within its family‑office environment. You will work closely with Client Advisors and cross‑functional teams to provide clear asset views, liquidity planning, and informed investment decisions.

Key responsibilities

  • Plan and monitor client assets and underlying structures.
  • Prepare liquidity planning and develop investment and financing proposals.
  • Monitor cash positions and recommend actions to ensure sufficient liquidity.
  • Support Client Advisors with tailored analyses and reports for client discussions.
  • Maintain stable daily operations around client reporting, including ad‑hoc requests.
  • Process investment transactions across family investment funds.
  • Deliver accurate and compliant data for regulatory reporting requirements.
  • Collaborate with internal stakeholders across teams and locations.
  • Contribute to cross‑functional projects and continuous‑improvement initiatives.
  • Help strengthen data quality, reporting capabilities, and ways of working.

Required profile

  • Degree in economics, finance, business administration or equivalent.
  • 5–10 years of experience in wealth management, asset management, financial controlling or a related field.
  • Strong analytical and problem‑solving skills with attention to detail.
  • Solid understanding of financial data, investments and asset structures.
  • Proactive, structured and reliable working style.
  • Excellent communication skills and ability to explain complex topics clearly.
  • Collaborative mindset and ability to work with diverse stakeholders.
  • High level of discretion handling sensitive and confidential information.
  • Fluency in English; German is a strong advantage.

Required skills

    What we offer

    • Purpose‑driven organisation with a long‑term perspective.
    • Culture built on trust, integrity and collaboration.
    • Opportunities to grow, learn and contribute to meaningful improvements.
    • International environment with colleagues across multiple locations.
    • Role with real impact on clients, processes and the wider organisation.

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    COFRA Holding AG

    Zoug