COFRA Holding
family office
ClientController
Neural analysis suggests this role is
optimal for Mid candidates.
“Client Controller at COFRA Holding. Skills: client controlling, operational activities, planning and monitoring client assets, liquidity planning, investment and financing proposals, client reporting, regulatory reporting. Plan and monitor client assets and their underlying structures. Prepare liquidity planning and develop investment and financing proposals”
What You'll Achieve.
ensure clients have a clear, well-structured view of their assets, liquidity planning, and well-informed investment and financing decisions; contribute to the reliability and continuous improvement of our operational processes and ways of working; Deliver accurate and compliant data for regulatory reporting requirements; Help strengthen data quality, reporting capabilities, and ways of working
Industry & Context.
analytical and problem-solving skills, with attention to detail
What They're Looking For.
Must Have
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, 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, 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
Nice to Have
Experience with process improvement, automation, or data/AI is a plus, Fluency in German is a advantage
What You'll Do.
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
How You'll Work.
Team & Collaboration
Work closely with Client Advisors and cross-functional teams; Collaborate closely with internal stakeholders across teams and locations; Contribute to cross-functional projects and continuous improvement initiatives
Communication Scope
communication skills and the ability to explain complex topics clearly
Full Job Description
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 working What you bring A degree in economics, finance, or business administration (or equivalent) 5–10 years of relevant experience
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