Client Controller
Zug - Switzerland
Job Summary
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 humancentred organisation where expertise integrity and continuous improvement shape everything we do. If you thrive in a trusted closeknit 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 youll 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)
- 510 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.
About Company
Family-owned for six generations, COFRA Holding is united around a common mission – to amaze customers and be a force for good.