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COFRA Holding AG
Client ControllerCOFRA Holding AG • Zug, Zug (Kanton)
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Client Controller

Client Controller

COFRA Holding AG • Zug, Zug (Kanton)
Vor 4 Tagen
Stellenbeschreibung
At Anthos, we believe in serving generations - not just clients. We are an international family office with a strong heritage and a clear purpose: supporting families with care, responsibility, and a long-term perspective. We are a collaborative, human‑centred organisation where expertise, integrity, and continuous improvement shape everything we do. If you thrive in a trusted, close‑knit environment with a global outlook and bring experience in wealth or asset management, you may feel right at home here. Your impact As a Client Controller, you play a central role in supporting the planning, monitoring, and optimisation of client assets. You work closely with Client Advisors and cross‑functional teams to ensure clients have a clear, well‑structured view of their assets, strong liquidity planning, and well‑informed investment and financing decisions. At the same time, you contribute to the reliability and continuous improvement of our operational processes and ways of working. What you’ll do Your responsibilities combine client controlling and operational activities, including: * Plan and monitor client assets and their 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 * Ensure 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 closely 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 What you bring * A degree in economics, finance, or business administration (or equivalent) * 5–10 years of relevant 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 * A proactive, structured, and reliable way of working * Strong communication skills and the ability to explain complex topics clearly * A collaborative mindset and ability to work effectively with different stakeholders * High level of discretion in handling sensitive and confidential information * Experience with process improvement, automation, or data/AI is a plus * Fluency in English; German is a strong advantage Why Anthos * A purpose‑driven organisation with a long‑term perspective * A culture built on trust, integrity, and collaboration * Opportunities to grow, learn, and contribute to meaningful improvements * An international environment with colleagues across multiple locations * A role with real impact on clients, processes, and the wider organisation We are an Equal Opportunity Employer and does not discriminate on the basis of age, race, colour, sex, sexual orientation, gender identity, religion, national origin or disability. None of this gets in the way of hiring and retaining the best people. #J-18808-Ljbffr
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Client Controller • Zug, Zug (Kanton)

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