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
2024.02 - 2024.08
- 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
2022.08 - 2024.01
- 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
2021.08 - 2022.06
- 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
2020.09 - 2021.08
- Processing and sustainable resolution of customer complaints
Customer Relations
Holmes Place
2018.09 - 2020.03
- 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
2016.09 - 2020.03
Temporary Job
Maritim Hotels
2017.12 - 2019.08
Intern
Holmes Place
2016.07 - 2016.08
Education
Master of Arts - Finance
Western Sydney University
Parramatta, NSW, Sydney03.2026
Bachelor of Arts - Business Administration
FOM Hochschule
Düsseldorf, Germany04.2024
Bachelor of Arts - Sports Economics
DHFPG
Düsseldorf, Germany03.2020
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
2024.02 - 2024.08
Working Student - Regulatory Reporting
HSBC
2022.08 - 2024.01
Working Student - Controlling & Pricing
DKV Mobility
2021.08 - 2022.06
Working Student - Customer Complaints
DKV Moblility
2020.09 - 2021.08
Customer Relations
Holmes Place
2018.09 - 2020.03
Temporary Job
Maritim Hotels
2017.12 - 2019.08
Dual Student
Holmes Place
2016.09 - 2020.03
Intern
Holmes Place
2016.07 - 2016.08
Master of Arts - Finance
Western Sydney University
Bachelor of Arts - Business Administration
FOM Hochschule
Bachelor of Arts - Sports Economics
DHFPG
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