个人理财英语复习课程

好资料学习-----Personal Wealth Management Service个人理财业务

personal financing

个人理财

个人理财业务personal financial planning

个人理财personal wealth management

(花旗银行)

PFS个人理财服务personal financial Service( )

Elite Club理财金账户（工行）

Sunflower“金葵花”理财（招行） finance

理财通financing Link

理财宝 financial Treasury

Money Mate理财室（中行）

民生贵宾服务 Minsheng banking VIP service

交银理财 BOCOM Fortune

wealth management with Orient card 东方卡理财（浦发银行） investment link 投资通)(Premier(HSBC)汇丰银行卓越理财

phonebanking services(HSBC)保本投资产品（汇丰银行）

)(HSBC)(汇丰银行电话理财服务 capital protected investment 柜台记账式国债over-the-counter account bond

over-the-counter account bond transaction柜台记账式债券交易 agency 开放式基金open-ended funds代理销售开放式基金open-ended funds commission

银基通bank-fund link

代理发行国债agency issuing government bonds

visible treasury certificate 凭证式国债 Bearer treasury certificate 无记名式国债个人资信服务individual Credit Service

代理保管业务safekeeping agency

保管箱服务custodial box service

保管箱业务safe deposit box service

assets management

资产管理 24小时到账处理业务around-clock service of account management network settlement 网络结算业务 bank-securities link

银证通银证转账bank-securities account transfer

Money Link 银证通（浦发银行）银证转账（浦发银行）account transfer via money link

) bank-insurance link(bonus participated insurance) 分红保险银保通( 开放式基金open-ended funds

bank-fund link

银基通open-ended funds commission代理销售开放式基金

capital account

资金账户 deposit(Margin) account 保证金账户 counter Transfer

柜台转账电话银行自助转账telephone Banking self-service transfer

service

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好资料学习-----a letter of entrustment for transfer 转账委托书

委托转账代缴费entrusting transfer and deduction

股东磁卡shareholders' magnetic card

网络结算业务network settlement

国内支付结算业务domestic payment settlement service

养老基金old-age pension fund

社会保险基金social security fund

债券基金bond fund

投资基金 investment fund

封闭式基金 close-ended fund

开放式基金open-ended fund

Savings Deposit储蓄存款业务

savings deposit

活期储蓄存款 demand deposit(current deposit)

活期储蓄存款 current deposit passbook

活期存折 current checkbook deposit

活期支票 time or demand optional deposit

定活两便存款 call deposit

通知存款 time deposit(term deposit)

定期存款 large sum fixed deposit

大额定期存款 general fixed deposit

普通定期存款 floating time rate deposit

定期浮息选择存款 lump-sum deposit and withdrawal

整存整取 time deposit of lump-sum deposit and withdrawal

整存整取定期储蓄 time deposits of lump-sum depositing and lump-sum

整存整取定期存款 withdrawal

零存整取 installment fixed deposits

零存整取定期储蓄 time deposit of small savings for lump-sum withdrawal 存本取息 interest withdrawal for a principal deposited

存本取息定期储蓄 peincipal-receiving and interest withdrawing time deposit

整存零取定期储蓄 time saving big money and small drawing

定活两便存款 savings / time optional deposits

seven-day notice deposit 七天通知存款

个人结算账户personal settlement account

储蓄账户） (汇丰银行) avings account s（HSBC定期存款账户f ixed deposit account(HSBC) （汇丰银行） renminbi account(HSBC)

人民币账户（汇丰银行） children account(HSBC)

儿童账户（汇丰银行） statement savings account(HSBC)

结单储蓄账户（汇丰银interest bearing savings account(HSBC)

行） interest bearing chequeing account(HSBC)

生息储蓄账户（汇丰银advance withdrawal and loss-reporting business 行）deposits by correspondence

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好资料学习-----生息支票账户（汇丰银deposit collections in different places 行）personal checks

提前支取与挂失业务deposit certificate loss reporting

通信存款loss reporting for personal checks

储蓄存款异地托收savings certificate

个人支票personal call deposit

储蓄存款挂失interbank deposit and withdrawal

个人支票挂失education deposit

定期存单

个人通知存款

通存通兑

教育储蓄存款

挂失业务procedures of loss reporting

存单挂失deposit certificate loss reporting

临时挂失 interim loss reporting

活期一本通 current All-In-One passbook

fixed All-In-One passbook 定期一本通 multiple function debit card 多功能借记卡)汇丰银行Deposit Plus(HSBC)(双利存款

Personal Consumer Credit个人消费信贷

housing mortgage loan

住房抵押贷款个人商业用房贷款individual business house loan

房屋装修贷款house refurbishing loan.

个人住房贷款individual housing loans

自营性住房贷款housing loans on own account

委托住房贷款housing loans on authorization

individual combined housing loans 个人住房组合贷款CITIC Happy Family 中信家家乐汽车消费贷款auto loans

loan for refurbishing house 家居装修贷款大额耐用消费品贷款consumer durables loan

个人存单质押贷款personal loan secured by CDs/treasury bonds

个人消费信贷individual consumption loan

小额信用消费贷款petty consumer credit

个人信用贷款individual unsecured loan

consumption credit for individual clients 个人消费信贷业务 individual

consumption loan 个人消费信贷) secured loan

抵押放款担保放款( small amount private loans 小额贷款 individual auto loan 个人汽车消费贷款个人综合消费贷款 individual comprehensive consumer loan

individual large-denomination durable commodities loan 个人大额耐用消费品贷款更多精品文档．

-----好资料学习 personal pledge loan

个人质押贷款 travel and vacation loans 旅游度假贷款网上个人质押贷款online personal pledge loan insurance certificate pledge loan 保单质押贷款 deposit certificate pledge loan 存单质押贷款 certificates of deposit(CDs)

大额存单 individual comprehensive consumer loan

个人综合消费贷款 individual large-denomination durable commodities loan 个人大额耐用消费品贷款 state educational loan

国家助学贷款 commercial educational loan 商业助学贷款 overseas study loan 留学贷款 educational loans

教育助学贷款

Foreign Exchange for Corporate公司外汇业务

forex deposit for enterprise

单位外汇存款业务活期对公外汇存款current forex deposit for enterprise 定期对公外汇存款time foreign fxchange deposit for enterprise

通知对公外汇存款forex deposit for enterprise call

外汇贷款业务forex credit

外汇流动资金贷款forex working capital loan

forex temporary loans 外汇临时流动资金贷款外汇短期流动资金贷款forex short-term loans forex medium-term loans 外汇中期流动资金贷款外汇流动资金循环贷款forex revolving loans

forex loans with repayment in Installments 外汇整贷零偿 forex fixed asset loan

外汇固定资产贷款 forex fixed asset investment

外汇固定资产投资贷款 forex business development and expansion 外汇开发扩建贷款 forex technical innovation 外汇技改贷款 forex fixed asset acquisition

外汇固定资产收购贷款

International Finance国际融资业务

外汇兼并收购贷款forex merger&acquisition loan

项目融资project finance

BOT）build, operate, transfer 建设经营转让（BT）build, transfer（建设转让 export buyer's credit出口买方信贷 syndicated loan

银团贷款 on-lending project finance 外汇转贷款项目融资国际商业贷款融资international commercial loan

import buyer's credit进口买方信贷融资 foreign government loan

外国政府贷款融资更多精品文档．

学习-----好资料

foreign government mixed loan

外国政府混合贷款融资

国际金融组织贷款融资loan from international financial organizations 外汇转贷款forex transferred loan

特色融资业务 f inancing business of features票据贴现bills discount

授信额度credit line

统一大授信w orldwide credit

出口卖方信贷export seller's credit

融资租赁finance lease

应收账款收购 purchase of the accounts receivable

对外劳务承包贷款 external labor service contract loan

一路通 distribution passport

创业宝 start-up winner

国际融资及担保i nternational financing and guarantee business

信托业务trust services

境外发债融资international debt offering

外汇担保业务foreign exchange guarantee

借款担保guarantee for loan

投标担保tender guarantee

履约担保performance bond

advanced payment guarantee 预付款退款担保付款担保payment guarantee

验货付款保函verification payment guarantee

technical verification payment guarantee 技术交易验收付款保函延期付

款担保deferred payment guarantee

lease guarantee

租赁担保 import bills for collection 进口代收 export bills for collection 出口托收出口托收买单purchasing collection bills

打包放款（信用证项下）packing loan under L/C

转让信用证transferable L/C

negotiating export bills 议付出口信用证单据 discounting bills （银行

承兑）汇票贴现 secured lading

担保提货开立保函opening letter of guarantee

foreign exchange payment and clearing service

外汇清算业务 settlement clearance for foreign exchange pusiness 外汇业

务清算 banking facility

授信 foreign exchange rate risks cover 外汇保值避险 guarantee and attestation

担保和见证 inter-bank foreign currency borrowings and lendings 金融机

构间外汇拆借 asset portfolio management 理财策划 offshore banking

business 离岸金融业务 trade financing

贸易融资更多精品文档．

好资料学习-----综合授信 general banking facilities 打包放款 Packing Credit

进口押汇 import bills purchase

出口押汇 export(0utward) bill purchase

外币票据贴现 foreign currency bill discount

买入外币票据 foreign exchange bills purchase

票据贴现 bills discounting

Forfaiting福费廷（包买票据）

Factoring保理业务

非贸易融资 non-trade finance

银行卡业务Bank Card

牡丹信用卡 peony credit card

牡丹国际卡 peony international card

牡丹灵通卡 peony MoneyLink card

牡丹智能卡peony IC(Smart) card

牡丹专用卡peony proprietary card

牡丹彩照卡peony photo card

牡丹联名卡 peony co-branding card

Long龙卡 card

储蓄卡savings card

借记卡 debit card

生肖卡animal card

转账卡account transfer card

储值卡 pre-paid consumption card

专用卡 special-purpose card

联名卡（认同卡）co-branded card

Great Wall长城信用卡 credit card

Great Wall长城国际卡 international card

Great Wall长城人民币信用卡 credit card in RMB 太平洋卡pacific card

金卡gold card

普通卡ordinary card

金葵花卡The World's Sunflower

发展卡development card

Minsheng民生卡 card

东方卡 Orient card

真情卡(Lady card 广发银行)

维萨卡Visa card

万事达卡Master card

大莱卡 Diner's card运通卡 American Express card

百万卡（日本） Million card

卡（日本）JCB card

JCB更多精品文档．

好资料学习-----发达卡（香港） Federal card

Terms of Post and Title岗位职务词汇

董事会，理事会 board of directors

董事长 chairman of the board

董事长 chair of board of directors

董事长chief executive officer

董事director

总裁，常务董事managing director

代理行长authorized officer

中国事务部经理兼主管 manager and head of China desk

总经理 general manager(GM)

总监 director general

总稽核chief controller

副总经理 deputy general manager(DGM)

首席执行官 chief executive officer(CEO)

首席财务总监chief financial officer(CFO)

首席市场总监chief market officer(CMO)

总经理top manager

经理，主任 manager

财务经理，财务处（科）长 finance director

财务经理 financial manager

会计主任，总会计师，财务处长 chief accountant

chief cashier 出纳主任 chief clerk 主任办事员 head clerk

首席办事员部门主任head of department

head teller

出纳主任 chief accountant 总会计，会计主任 chief of finance 财务主任sales director 营业副经理；销售处（科）长 sales manager 销售经理directing staff 领导人员最高管理层top management

中层管理middle management

基层管理lower management

manager of bank 银行经理人管理人员managerial staff

高级职员officer, official

财务顾问financial adviser

financial accountant 财务会计员 financial administrator 财务主管人financial executive

财务主管更多精品文档．

好资料学习-----审计人员auditing officers

主管会计；审计员controller

主管会计师accountant in charge

会计师，会计员accountant

顾问consultant

业务顾问management consultant

经理人的代理managing agent

助理会计师assistant accountant

协理，副总经理，副总裁assistant general manager

assistant manager 副理，协理 managing partner 办事员 administrative staff 管理人员，行政人员 office staff 办公室职员操作人员operation staff

簿记员accounting clerk

bank clerk 银行职员 office clerk

办事员统计员statistical clerk

出纳员pay clerk

staff 职员办事员clerk

出纳员cashier

出纳员teller

顾客，客户customer

顾客，客户client

Intermediary Business(1)中间业务

汇兑业务remittance services

国内汇兑domestic remittance

代理汇兑remittance agency

汇款直通车remittance express

普通汇款 commom remittance

加急汇款 urgent remittance

票汇(汇票汇款remittance by draft )

汇款cash remittance

银行本票bank promissory note(bank check)

支票check

支票簿check Book

代理业务agency services

基金代理业务fund agency service

Bank-fund Link银基通

Bank-futures Link银期通

FortuneLink财富通更多精品文档．

学习-----好资料

bond agency service

债券代理业务

债券结算代理bonds settlement agency

保险代理业务insurance agency service

代理理财financing agency

代理保管safekeeping agency

代理收付collection and payment agency

代理结算settlement agency

代发工资(业务)

salary payment agency(payroll agency service)

代发工资（养老金）业务 wages(old-aged pension) distribution agency

代理公用事业收费 public utility fee levying agency

代理发行国债 issuing government bonds agency

commission collection of telephone fee

代收电话费业务Unicom commission collection of telephone fee for 代收

联通话费业务 commission collection of electricity charge 代收电费业务commission collection of insurance premium 代收保险费 payment through telephone banking 电话银行缴费 payment through mobile phone banking 手

机银行缴费代收付业务network payment settlement agency

网上支付结算代理agency collection and payment

commission payment on consignment 委托缴费 payment in cash

现金缴费缴费业务charge withholding service

缴费通fee collection express

commission security business 代理证券业务 agency securities fund clearing 代理证券资金清算 commission tax withholding 代理税收业务代

理保险业务commission insurance

代签银行汇票agency signing of the banker's bill

forward settlement

期货结算业务 client service center 客户服务中心 customer service

hotline 客户服务热线 bearer treasury certificate 无记名式国债 visible treasury certificate

凭证式国债固定面额无记名式国债bearer treasury certificate with fixed denomination 支付凭证 proof of payment(payment vouchers) 转账委

托书 a letter of entrustment for transfer 代收代缴费 agency collection and payment

代收代扣agency collection and deduction

public utility Fee

entrusting transfer and deduction 公用事业费 agency issuing government bonds

委托转账代交费foreign exchange trading agency

automated transfer

deposit(margin) account

代理发行国债更多精品文档．

学习-----好资料

代理外币买卖

自动转账

保证金账户

bill consultancy

票据查询 real-time funds transferring 实时资金汇划 counter transfer 柜台转账结算业务 settlement business

国内结算业务 domestic settlement service 托收汇票托收承付 draft for collection

委托收款 collection and acception 网上结算commission reception 网上购物on-line Settlement 代理证券资金清算on-line Shopping

代理收付业务securities and capital settlement agency 客户条形码自动查询commission collection and payment agency 支付结算业务代理client bar code automatic inquiry system 期货结算业务payment and settlement agency

forward settlement

notes clearing

票据交换 charged bond trading on the counter 柜台记账式债券交易treasury bills 国库券 treasury bonds

长期国债 book-entry treasury bill 凭证式国债 visible treasury certificate 凭证式国债 investment banking 投资银行业务商人银行业务merchant banking

咨询性金融业务consultancy-specific financial service

基金托管funds trusteeship

cash-based settlement 现金清算 paper-based settlement

票据清算 electronic-based settlement 电子清算 transferring settlement 转账结算 accounting settlement business

会计结算业务

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