个人理财英语复习课程.docx
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个人理财英语复习课程
Personal Wealth Management Service个人理财业务
personalfinancing
personalfinancialplanning
personalwealthmanagement
personalfinancialService(PFS)
EliteClub
Sunflowerfinance
financingLink
financialTreasury
MoneyMate
MinshengbankingVIPservice
BOCOMFortune
wealthmanagementwithOrientcard
investmentlink
Premier(HSBC)
phonebankingservices(HSBC)
capitalprotectedinvestment(HSBC)
over-the-counteraccountbond
over-the-counteraccountbondtransaction
open-endedfundsagency
open-endedfundscommission
bank-fundlink
agencyissuinggovernmentbonds
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
卓越理财(汇丰银行)
保本投资产品(汇丰银行)
电话理财服务(汇丰银行)
柜台记账式国债
柜台记账式债券交易
开放式基金
代理销售开放式基金
银基通
代理发行国债
visibletreasurycertificate
Bearertreasurycertificate
individualCreditService
safekeepingagency
custodialboxservice
safedepositboxservice
assetsmanagement
around-clockserviceofaccountmanagement
networksettlement
bank-securitieslink
bank-securitiesaccounttransfer
MoneyLink
accounttransferviamoneylink
bank-insurancelink(bonusparticipatedinsurance)
open-endedfunds
bank-fundlink
open-endedfundscommission
凭证式国债
无记名式国债
个人资信服务
代理保管业务
保管箱服务
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
capitalaccount
deposit(Margin)account
counterTransfer
telephoneBankingself-servicetransferservice
aletterofentrustmentfortransfer
entrustingtransferanddeduction
shareholders’magneticcard
networksettlement
domesticpaymentsettlementservice
old-agepensionfund
socialsecurityfund
bondfund
investmentfund
close-endedfund
open-endedfund
资金账户
保证金账户
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
savingsdeposit
demanddeposit(currentdeposit)
currentdepositpassbook
currentcheckbookdeposit
timeordemandoptionaldeposit
calldeposit
timedeposit(termdeposit)
largesumfixeddeposit
generalfixeddeposit
floatingtimeratedeposit
lump-sumdepositandwithdrawal
timedepositoflump-sumdepositandwithdrawal
timedepositsoflump-sumdepositingandlump-sumwithdrawal
installmentfixeddeposits
timedepositofsmallsavingsforlump-sumwithdrawal
interestwithdrawalforaprincipaldeposited
peincipal-receivingandinterestwithdrawingtimedeposit
timesavingbigmoneyandsmalldrawing
savings/timeoptionaldeposits
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
存本取息
存本取息定期储蓄
整存零取定期储蓄
定活两便存款
seven-daynoticedeposit
personalsettlementaccount
savingsaccount(HSBC)
fixeddepositaccount(HSBC)
renminbiaccount(HSBC)
childrenaccount(HSBC)
statementsavingsaccount(HSBC)
interestbearingsavingsaccount(HSBC)
interestbearingchequeingaccount(HSBC)
advancewithdrawalandloss-reportingbusiness
depositsbycorrespondence
depositcollectionsindifferentplaces
personalchecks
depositcertificatelossreporting
lossreportingforpersonalchecks
savingscertificate
personalcalldeposit
interbankdepositandwithdrawal
educationdeposit
七天通知存款
个人结算账户
储蓄账户(汇丰银行)
定期存款账户(汇丰银行)
人民币账户(汇丰银行)
儿童账户(汇丰银行)
结单储蓄账户(汇丰银行)
生息储蓄账户(汇丰银行)
生息支票账户(汇丰银行)
提前支取与挂失业务
通信存款
储蓄存款异地托收
个人支票
储蓄存款挂失
个人支票挂失
定期存单
个人通知存款
通存通兑
教育储蓄存款
proceduresoflossreporting
depositcertificatelossreporting
interimlossreporting
currentAll-In-Onepassbook
fixedAll-In-Onepassbook
multiplefunctiondebitcard
DepositPlus(HSBC)
挂失业务
存单挂失
临时挂失
活期一本通
定期一本通
多功能借记卡
双利存款(汇丰银行)
Personal Consumer Credit个人消费信贷
housingmortgageloan
individualbusinesshouseloan
houserefurbishingloan.
individualhousingloans
housingloansonownaccount
housingloansonauthorization
individualcombinedhousingloans
CITICHappyFamily
autoloans
loanforrefurbishinghouse
consumerdurablesloan
personalloansecuredbyCDs/treasurybonds
individualconsumptionloan
pettyconsumercredit
individualunsecuredloan
consumptioncreditforindividualclients
individualconsumptionloan
securedloan
smallamountprivateloans
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
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
individualautoloan
individualcomprehensiveconsumerloan
individuallarge-denominationdurablecommoditiesloan
personalpledgeloan
travelandvacationloans
onlinepersonalpledgeloan
insurancecertificatepledgeloan
depositcertificatepledgeloan
certificatesofdeposit(CDs)
individualcomprehensiveconsumerloan
individuallarge-denominationdurablecommoditiesloan
stateeducationalloan
commercialeducationalloan
overseasstudyloan
educationalloans
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
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
forexdepositforenterprise
currentforexdepositforenterprise
timeforeignfxchangedepositforenterprise
callforexdepositforenterprise
forexcredit
forexworkingcapitalloan
forextemporaryloans
forexshort-termloans
forexmedium-termloans
forexrevolvingloans
forexloanswithrepaymentinInstallments
forexfixedassetloan
forexfixedassetinvestment
forexbusinessdevelopmentandexpansion
forextechnicalinnovation
forexfixedassetacquisition
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
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
forexmerger&acquisitionloan
projectfinance
BOT(build,operate,transfer)
BT(build,transfer)
exportbuyer’scredit
syndicatedloan
on-lendingprojectfinance
internationalcommercialloan
importbuyer’scredit
foreigngovernmentloan
foreigngovernmentmixedloan
loanfrominternationalfinancialorganizations
forextransferredloan
financingbusinessoffeatures
billsdiscount
creditline
worldwidecredit
exportseller'scredit
financelease
purchaseoftheaccountsreceivable
externallaborservicecontractloan
外汇兼并收购贷款
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
统一大授信
出口卖方信贷
融资租赁
应收账款收购
对外劳务承包贷款
distributionpassport
start-upwinner
internationalfinancingandguaranteebusiness
trustservices
internationaldebtoffering
foreignexchangeguarantee
guaranteeforloan
tenderguarantee
performancebond
advancedpaymentguarantee
paymentguarantee
verificationpaymentguarantee
technicalverificationpaymentguarantee
deferredpaymentguarantee
leaseguarantee
importbillsforcollection
exportbillsforcollection
purchasingcollectionbills
一路通
创业宝
国际融资及担保
信托业务
境外发债融资
外汇担保业务
借款担保
投标担保
履约担保
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
packingloanunderL/C
transferableL/C
negotiatingexportbills
discountingbills
securedlading
openingletterofguarantee
foreignexchangepaymentandclearingservice
settlementclearanceforforeignexchangepusiness
bankingfacility
foreignexchangerateriskscover
guaranteeandattestation
inter-bankforeigncurrencyborrowingsandlendings
assetportfoliomanagement
offshorebankingbusiness
tradefinancing
generalbankingfacilities
PackingCredit
importbillspurchase
export(0utward)billpurchase
foreigncurrencybilldiscount
foreignexchangebillspurchase
billsdiscounting
Forfaiting
Factoring
non-tradefinance
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
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
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
peonycreditcard
peonyinternationalcard
peonyMoneyLinkcard
peonyIC(Smart)card
peonyproprietarycard
peonyphotocard
peonyco-brandingcard
Longcard
savingscard
debitcard
animalcard
accounttransfercard
pre-paidconsumptioncard
special-purposecard
co-brandedcard
GreatWallcreditcard
GreatWallinternationalcard
GreatWallcreditcardinRMB
pacificcard
goldcard
ordinarycard
TheWorld’sSunflower
developmentcard
Minshengcard
Orientcard
Ladycard
Visacard
Mastercard
Diner’scard
AmericanExpresscard
Millioncard
JCBcard
Federalcard
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
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
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
boardofdirectors
chairmanoftheboard
chairofboardofdirectors
chiefexecutiveofficer
director
managingdirector
authorizedofficer
managerandheadofChinadesk
generalmanager(GM)
directorgeneral
chiefcontroller
deputygeneralmanager(DGM)
chiefexecutiveofficer(CEO)
chieffinancialofficer(CFO)
chiefmarketofficer(CMO)
topmanager
manager
financedirector
financialmanager
chiefaccountant
chiefcashier
chiefclerk
headclerk
headofdepartment
headteller
chiefaccountant
chiefoffinance
salesdirector
salesmanager
directingstaff
topmanagement
middlemanagement
lowermanagement
董事会,理事会
董事长
董事长
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
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
managerofbank
managerialstaff
officer,official
financialadviser
financialaccountant
financialadministrator
financialexecutive
auditingofficers
controller
accountantincharge
accountant
consultant
management