When did you meet the candidate for the first time and in what capacity have you known her/him?
I have known ABC since Oct. 2006 when I met him in an event organized by him on behalf of DEF. I am among his first clients during his tenure as Relationship Manager. Ever since, he has been a very trusted financial advisor and I value his opinion in all related spheres – be it my mortgages, investments, insurance or any kind of financial transactions.
What do you consider to be the candidate’s main strengths?
- Competence in his/her area of expertise: ABC always takes the time to understand my financials and suggest the perfect fit solution/financial instrument for needs. Right from Day One, I knew that he would manage my funds/investments with a clear sense of accountability. He is highly analytical and is always in touch with the pulse of the financial markets.
- Detail-oriented: Adept with numerical and other market details, his financial planning and recommendations have been very meticulous and in-depth.
- Reliable and customer-centric: I noticed his integrity early-on. He has always suggested financial products/solutions which would exactly suit me and not always his revenue targets and is a mature professional who is well aware of the value of trust and long term reliability