个人理财英语

Personal?Wealth?Management?Service个人理财业务
personal financing
personal financial planning personal wealth management personal financial Service(PFS) Elite Club
Sunflower finance
financing Link
financial Treasury
Money Mate
Minsheng banking VIP service BOCOM Fortune
wealth management with Orient card investment link 个人理财
个人理财业务
个人理财(花旗银行)
个人理财服务
理财金账户（工行）
?“金葵花”理财（招行）理财通
理财宝
理财室（中行）
民生贵宾服务
交银理财
东方卡理财（浦发银行）投资通
safe deposit box service
assets management
around-clock service of account management network settlement
bank-securities link
bank-securities account transfer
Money Link
account transfer via money link
bank-insurance link(bonus participated insurance) open-ended funds
bank-fund link
open-ended funds commission 保管箱业务
资产管理
24小时到账处理业务网络结算业务
银证通
银证转账
银证通（浦发银行）银证转账（浦发银行）银保通(分红保险)
开放式基金
银基通
代理销售开放式基金
capital account deposit(Margin) account 资金账户保证金账户
counter Transfer
telephone Banking self-service transfer service a letter of entrustment for transfer entrusting transfer and deduction shareholders’ magnetic card
network settlement
domestic payment settlement service
old-age pension fund
social security fund
bond fund
investment fund
close-ended fund
open-ended fund 柜台转账
电话银行自助转账转账委托书
委托转账代缴费股东磁卡
网络结算业务
国内支付结算业务养老基金
社会保险基金
债券基金
投资基金
封闭式基金
开放式基金
Savings?Deposit储蓄存款业务
savings deposit
demand deposit(current deposit)
current deposit passbook
current checkbook deposit
time or demand optional deposit
call deposit
time deposit(term deposit)
large sum fixed deposit
general fixed deposit
floating time rate deposit
lump-sum deposit and withdrawal
time deposit of lump-sum deposit and withdrawal
time deposits of lump-sum depositing and lump-sum withdrawal installment fixed deposits
time deposit of small savings for lump-sum withdrawal 活期储蓄存款
活期储蓄存款
活期存折
活期支票
定活两便存款
通知存款
定期存款
大额定期存款
普通定期存款
定期浮息选择存款整存整取
整存整取定期储蓄整存整取定期存款零存整取
零存整取定期储蓄
Personal?Consumer?Credit个人消费信贷
housing mortgage loan individual business house loan house refurbishing loan. individual housing loans housing loans on own account housing loans on authorization individual combined housing loans CITIC Happy Family
auto loans
loan for refurbishing house consumer durables loan 住房抵押贷款
个人商业用房贷款房屋装修贷款
个人住房贷款
自营性住房贷款
委托住房贷款
个人住房组合贷款中信家家乐
汽车消费贷款
家居装修贷款
大额耐用消费品贷款
personal loan secured by CDs/treasury bonds individual consumption loan
petty consumer credit
individual unsecured loan
consumption credit for individual clients individual consumption loan
secured loan
small amount private loans 个人存单质押贷款个人消费信贷
小额信用消费贷款个人信用贷款
个人消费信贷业务个人消费信贷
抵押放款(担保放款)小额贷款
individual auto loan
individual comprehensive consumer loan
individual large-denomination durable commodities loan personal pledge loan
travel and vacation loans
online personal pledge loan 个人汽车消费贷款
个人综合消费贷款
个人大额耐用消费品贷款个人质押贷款
旅游度假贷款
网上个人质押贷款
insurance certificate pledge loan
deposit certificate pledge loan
certificates of deposit(CDs)
individual comprehensive consumer loan
individual large-denomination durable commodities loan state educational loan
commercial educational loan
overseas study loan
educational loans 保单质押贷款
存单质押贷款
大额存单
个人综合消费贷款
个人大额耐用消费品贷款国家助学贷款
商业助学贷款
留学贷款
教育助学贷款
Foreign?Exchange?for?Corporate公司外汇业务
forex deposit for enterprise
current forex deposit for enterprise
time foreign fxchange deposit for enterprise call forex deposit for enterprise 单位外汇存款业务活期对公外汇存款定期对公外汇存款通知对公外汇存款
forex credit forex working capital loan forex temporary loans forex short-term loans forex medium-term loans forex revolving loans forex loans with repayment in Installments forex fixed asset loan forex fixed asset investment forex business development and expansion forex technical innovation
forex fixed asset acquisition 外汇贷款业务
外汇流动资金贷款
外汇临时流动资金贷款
外汇短期流动资金贷款
外汇中期流动资金贷款
外汇流动资金循环贷款
外汇整贷零偿
外汇固定资产贷款
外汇固定资产投资贷款
外汇开发扩建贷款
外汇技改贷款
外汇固定资产收购贷款
International?Finance 国际融资业务
project finance
BOT（build, operate, transfer）
BT（build, transfer）
export buyer’s credit
syndicated loan
on-lending project finance
international commercial loan
import buyer’s credit
foreign government loan
foreign government mixed loan
loan from international financial organizations forex transferred loan
f inancin
g business of features
bills discount
credit line 项目融资
建设经营转让
建设转让
出口买方信贷
银团贷款
外汇转贷款项目融资国际商业贷款融资
进口买方信贷融资
外国政府贷款融资
外国政府混合贷款融资国际金融组织贷款融资外汇转贷款
特色融资业务
票据贴现
授信额度
advanced payment guarantee payment guarantee
verification payment guarantee technical verification payment guarantee deferred payment guarantee
lease guarantee
import bills for collection
export bills for collection purchasing collection bills 预付款退款担保
付款担保
验货付款保函
技术交易验收付款保函延期付款担保
租赁担保
进口代收
出口托收
出口托收买单
packing loan under L/C transferable L/C negotiating export bills discounting bills secured lading 打包放款（信用证项下）转让信用证
议付出口信用证单据（银行承兑）汇票贴现担保提货
opening letter of guarantee
foreign exchange payment and clearing service settlement clearance for foreign exchange pusiness banking facility
foreign exchange rate risks cover
guarantee and attestation
inter-bank foreign currency borrowings and lendings asset portfolio management
offshore banking business
trade financing
general banking facilities
Packing Credit
import bills purchase
export(0utward) bill purchase
foreign currency bill discount 开立保函
外汇清算业务
外汇业务清算
授信
外汇保值避险
担保和见证
金融机构间外汇拆借理财策划
离岸金融业务
贸易融资
综合授信
打包放款
进口押汇
出口押汇
外币票据贴现
foreign exchange bills purchase bills discounting Forfaiting
Factoring
non-trade finance 买入外币票据
票据贴现
福费廷（包买票据）保理业务
非贸易融资
Bank?Card银行卡业务
peony credit card peony international card peony MoneyLink card peony IC(Smart) card peony proprietary card peony photo card peony co-branding card Long card 牡丹信用卡牡丹国际卡牡丹灵通卡牡丹智能卡牡丹专用卡牡丹彩照卡牡丹联名卡龙卡
savings card
debit card
animal card
account transfer card
pre-paid consumption card special-purpose card
co-branded card
Great Wall credit card Great Wall international card Great Wall credit card in RMB pacific card
gold card
ordinary card
The World’s Sunflower development card 储蓄卡
借记卡
生肖卡
转账卡
储值卡
专用卡
联名卡（认同卡）长城信用卡
长城国际卡
长城人民币信用卡太平洋卡
金卡
普通卡
金葵花卡
发展卡
Minsheng card Orient card
Lady card Visa card Master card Diner’s card American Express card Million card JCB card Federal card 民生卡
东方卡
真情卡(广发银行)
维萨卡
万事达卡
大莱卡
运通卡
百万卡（日本）
JCB 卡（日本）
发达卡（香港）
Terms?of?Post?and?Title 岗位职务词汇
chief executive officer director
managing director authorized officer
manager and head of China desk general manager(GM) director general
chief controller
deputy general manager(DGM) chief executive officer(CEO) chief financial officer(CFO) chief market officer(CMO)
top manager
manager
finance director 董事长
董事
总裁，常务董事
代理行长
中国事务部经理兼主管
总经理
总监
总稽核
副总经理
首席执行官
首席财务总监
首席市场总监
总经理
经理，主任
财务经理，财务处（科）长
financial manager chief accountant chief cashier
chief clerk
head clerk
head of department head teller
chief accountant chief of finance sales director sales manager directing staff
top management middle management lower management 财务经理
会计主任，总会计师，财务处长出纳主任
主任办事员
首席办事员
部门主任
出纳主任
总会计，会计主任
财务主任
营业副经理；销售处（科）长销售经理
领导人员
最高管理层
中层管理
基层管理
manager of bank managerial staff officer, official financial adviser financial accountant financial administrator financial executive auditing officers controller accountant in charge accountant consultant management consultant managing agent assistant accountant 银行经理人
管理人员
高级职员
财务顾问
财务会计员
财务主管人
财务主管
审计人员
主管会计；审计员主管会计师
会计师，会计员顾问
业务顾问
经理人的代理
助理会计师
assistant general manager assistant manager managing partner administrative staff office staff
operation staff accounting clerk
bank clerk
office clerk statistical clerk
pay clerk
staff
clerk
cashier
teller 协理，副总经理，副总裁副理，协理
办事员
管理人员，行政人员
办公室职员
操作人员
簿记员
银行职员
办事员
统计员
出纳员
职员
办事员
出纳员
出纳员
customer client 顾客，客户顾客，客户
Intermediary?Business(1)中间业务
remittance services
domestic remittance remittance agency
remittance express
commom remittance
urgent remittance
remittance by draft
cash remittance
bank promissory note(bank check) check
check Book 汇兑业务
国内汇兑
代理汇兑
汇款直通车
普通汇款
加急汇款
票汇(汇票汇款)汇款
银行本票
支票
支票簿
agency services fund agency service Bank-fund Link Bank-futures Link FortuneLink 代理业务
基金代理业务银基通
银期通
财富通
bond agency service
bonds settlement agency
insurance agency service
financing agency
safekeeping agency
collection and payment agency settlement agency
salary payment agency(payroll agency service) wages(old-aged pension) distribution agency 债券代理业务
债券结算代理
保险代理业务
代理理财
代理保管
代理收付
代理结算
代发工资(业务)
代发工资（养老金）业务
public utility fee levying agency
issuing government bonds agency commission collection of telephone fee commission collection of telephone fee for Unicom commission collection of electricity charge commission collection of insurance premium payment through telephone banking
payment through mobile phone banking network payment settlement agency
agency collection and payment
commission payment on consignment
payment in cash
charge withholding service 代理公用事业收费代理发行国债
代收电话费业务代收联通话费业务代收电费业务
代收保险费
电话银行缴费
手机银行缴费
代收付业务
网上支付结算代理委托缴费
现金缴费
缴费业务
fee collection express缴费通
commission security business agency securities fund clearing commission tax withholding commission insurance
agency signing of the banker’s bill forward settlement 代理证券业务
代理证券资金清算代理税收业务
代理保险业务
代签银行汇票
期货结算业务
client service center
customer service hotline
bearer treasury certificate
visible treasury certificate
bearer treasury certificate with fixed denomination????
proof of payment(payment vouchers) a letter of entrustment for transfer 客户服务中心
客户服务热线
无记名式国债
凭证式国债
固定面额无记名式国债支付凭证
转账委托书
代收代缴费
agency collection and payment agency collection and deduction public utility Fee
entrusting transfer and deduction agency issuing government bonds foreign exchange trading agency automated transfer
deposit(margin) account 代收代扣
公用事业费
委托转账代交费代理发行国债代理外币买卖自动转账
保证金账户
bill consultancy
real-time funds transferring counter transfer settlement business domestic settlement service draft for collection 票据查询
实时资金汇划柜台转账
结算业务
国内结算业务托收汇票
collection and acception
commission reception
on-line Settlement
on-line Shopping
securities and capital settlement agency commission collection and payment agency client bar code automatic inquiry system payment and settlement agency
forward settlement 托收承付
委托收款
网上结算
网上购物
代理证券资金清算代理收付业务
客户条形码自动查询支付结算业务代理期货结算业务
notes clearing
charged bond trading on the counter treasury bills
treasury bonds
book-entry treasury bill 票据交换
柜台记账式债券交易国库券
长期国债
凭证式国债
visible treasury certificate investment banking
merchant banking
consultancy-specific financial service funds trusteeship
cash-based settlement
paper-based settlement electronic-based settlement transferring settlement accounting settlement business 凭证式国债
投资银行业务商人银行业务咨询性金融业务基金托管
现金清算
票据清算
电子清算
转账结算
会计结算业务。