Financial Sales Consultant
Listed on 2026-10-16
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Finance & Banking
Financial Advisor / Consultant, Financial Sales
Company Description
Goldsands Group, through Goldsands Hotels and Resorts Ltd, is a leading hotel development and investment organization in Bangladesh, known for its strong emphasis on quality and process at every stage of development. The company partners with investors to drive profitable growth and long-term value in the hospitality sector. Its ambition is to build and develop world-class hotels and resorts in prime tourism locations.
Goldsands Group is committed to delivering genuine hospitality experiences while contributing to the advancement of the tourism industry and the broader economy.
The Financial Sales Consultant is a full-time, on-site role based in New York, NY. This position focuses on identifying and engaging prospective clients, presenting tailored financial solutions, and promoting investment opportunities aligned with Goldsands Group’s hospitality projects. Day-to-day responsibilities include conducting financial assessments, preparing and delivering sales presentations, guiding clients through financial planning and investment decisions, and maintaining strong, long-term client relationships.
The consultant will collaborate with internal finance and development teams to align client strategies with company objectives, monitor market trends, and ensure compliance with relevant financial regulations and company policies. The role requires consistent follow-up, accurate documentation, and a proactive approach to achieving sales targets and contributing to the growth of the organization’s investment portfolio.
- Strong background in Finance and Investments, with the ability to explain complex concepts in clear, client-friendly terms.
- Experience in Financial Planning and Retirement Planning, including assessing client goals and designing suitable strategies.
- Demonstrated Analytical Skills for evaluating investment opportunities, market data, and client portfolios.
- Proven track record in financial sales or consulting, preferably within investment, banking, or wealth management environments.
- Excellent communication, negotiation, and relationship-building abilities, with a client-focused mindset.
- Bachelor’s degree in Finance, Economics, Business, or a related field; relevant certifications (e.g., CFP, CFA, Series licenses) are an advantage.
- Comfort working in an on-site, fast-paced setting and collaborating with cross-functional teams.
- High ethical standards, attention to detail, and proficiency with financial software and CRM tools.
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