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Feb 19, 2008

English Chinese translation sample-smart money planner

(Edited by freelance Chinese translator li – English to Chinese translation or Chinese to English translation services- financial translation)

Smart Money Planner

☆ Introduction
Services where ICBC professional finance team rearrange your assets to make good use of your wealth in light of your current assets, future income and expenditure, and risk tolerance and preference. It helps you to manage wealth well to fulfill your aim.

☆ Features
1. Expert team, professional service. ICBC finance team comes from customer manager, finance expert and finance consultant. ICBC have the most numbered customer managers certified with AFP (Accredited Finance Planner) in banking industry. All of them can offer professional finance planning services.

  1. 专家团队,专业服务。工行建立了由客户经理、理财专家、理财顾问等构成的理财专家团队,获得AFP(金融理财策划师)认证的客户经理数量在金融行业位居首位,可为您提供专业的理财规划服务。

2. Rich variety of finance products. Include: treasury bond, fund, securities, insurance, F/X trading, gold trading, etc. Professional ICBC customer managers will recommend the right product with a plan to make your investment a success.

  2. 丰富的理财产品。工行为您丰富的投资理财产品:国债、基金、证券、保险、外汇买卖、黄金买卖……,在理财规划的基础上,专业的客户经理将向您推荐具体的理财产品,全面满足您的投资理财需求。

3. Timely information. ICBC finance team will keep you informed on the news in investment markets of F/X, insurance, securities, gold. They hold seminars on such topics once in a while. They will discuss with you face to face on skills, misleading areas, market movement and answer your questions. ICBC also hold regular online forums on different topics for you, finance experts and other customers to exchange ideas in the virtual world.

  3. 及时的理财资讯。工行专业的理财团队将向为您提供丰富的外汇、保险、证券、黄金投资市场资讯,并不定期举办证券、外汇等各种主题的理财沙龙,理财专家将和您面对面交流,为您详细解释理财技巧、分析理财误区、介绍市场动向,并现场回答您的理财疑问。工行还定期举办各种形式和主题的网上论坛,让您和理财专家及其他客户在虚拟世界里互动交流。

☆ Service Channel
All ICBC Finance Centers.
  ☆服务渠道  工行各大理财中心。

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