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Client controller

COFRA Holding
Finance Controller
Inserat online seit: 22 Mai
Beschreibung

Join Anthos as our new Client Controller
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 wo

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