Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Luca Licata

Düsseldorf ( *Relocating To NSW, AU ),NW

Summary

Skilled multitasker with superior work ethic and good teamwork, problem-solving and organizational skills. Willing to take on any task to help team. Reliable and dedicated team player with hardworking and resourceful approach.

Overview

8
8
years of professional experience

Work History

Intern - Client Sevice Management - Custody

HSBC
02.2024 - 08.2024
  • Supporting international asset managers as part of the custodian and global custodian function in close cooperation with other areas of the bank, such as Custody Sales, Trading and operational business units.
  • Collaboration in discussions and their evaluation with external service providers on the operational development of the own business area to improve the performance of HSBC, as Global Custodian.
  • Active part in the entire claim process of the bank, from sending the non-receipts to the write-off order to the internal department for settlement.
  • Participation in regular service calls with well-known asset managers on open requests.
  • Independent preparation of evaluations (non-receipts, high cash receipt foreign exchange dispo and tax refunds).
  • Participated in the project to improve reporting in order to reduce the number of cash queries.
  • Informed his client group about changes in the custody environment (e.g. change of custodian).
  • Participated in the launch of the initiative to restructure the claim process.

Working Student - Regulatory Reporting

HSBC
08.2022 - 01.2024
  • First level support for insurance and bank reporting for investment funds with the Capital Requirements
    Regulation (CRR II), Solvency II and the Investment Regulation for insurance companies (VAG reporting)
  • Support in the preparation of sustainable finance reporting (ESG) for our investors
  • Participation in European regulatory-driven further development of sustainability data and its publication
  • Coordination with external fund companies as well as processing and quality management of target fund data (look-through approach)
  • Preparation of a wide range of data sources and types of data for the purpose of using this data in automated reports (data management)
  • Participation in strategic projects and other reporting topics

Working Student - Controlling & Pricing

DKV Mobility
08.2021 - 06.2022
  • Implementation and control of customer conditions
  • Monitoring and control of customer gross profits
  • Support of pricing measures of newly established products
  • Independent adjustment of customer condition values
  • Support with billing relevant topics
  • Preparation of reports for the specialist departments
  • Optimization, development and implementation of systems, processes and tools for sales management in the pricing environment
  • Support in the implementation of revenue-optimized measures

Working Student - Customer Complaints

DKV Moblility
09.2020 - 08.2021
  • Processing and sustainable resolution of customer complaints

Customer Relations

Holmes Place
09.2018 - 03.2020
  • Management of the customer relations department
  • Processing of terminations
  • General processing of e-mails
  • Receiving of complaints in person/ by phone/ by e-mail
  • Improving customer satisfaction
  • Contacting debtors

Dual Student

Holmes Place
09.2016 - 03.2020

Temporary Job

Maritim Hotels
12.2017 - 08.2019

Intern

Holmes Place
07.2016 - 08.2016

Education

Master of Arts - Finance

Western Sydney University
Parramatta, NSW, Sydney
03.2026

Bachelor of Arts - Business Administration

FOM Hochschule
Düsseldorf, Germany
04.2024

Bachelor of Arts - Sports Economics

DHFPG
Düsseldorf, Germany
03.2020

Skills

  • Global Custody
  • Custody
  • Client Service Management
  • Regulatory Reporting
  • Data Management
  • Teamwork
  • Customer-focused service
  • Accounting

Languages

German
Bilingual or Proficient (C2)
English
Advanced (C1)

Timeline

Intern - Client Sevice Management - Custody

HSBC
02.2024 - 08.2024

Working Student - Regulatory Reporting

HSBC
08.2022 - 01.2024

Working Student - Controlling & Pricing

DKV Mobility
08.2021 - 06.2022

Working Student - Customer Complaints

DKV Moblility
09.2020 - 08.2021

Customer Relations

Holmes Place
09.2018 - 03.2020

Temporary Job

Maritim Hotels
12.2017 - 08.2019

Dual Student

Holmes Place
09.2016 - 03.2020

Intern

Holmes Place
07.2016 - 08.2016

Master of Arts - Finance

Western Sydney University

Bachelor of Arts - Business Administration

FOM Hochschule

Bachelor of Arts - Sports Economics

DHFPG

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Luca Licata