HSBC Wealth Portfolio Plus (Pas Nexgen) Training Feedback

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| By Chengmummy
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Chengmummy
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Quizzes Created: 1 | Total Attempts: 44
| Attempts: 44
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  • 1/19 Questions

    Choose the customer(s) who is/are suitable for HSBC Wealth Portfolio Plus.

    • An "adventurous" investor with holding of 1 fund
    • A "speculative" investor with 100% global fixed income
    • A "balanced" investor with 7 funds, and 3 of the funds are approximately 90% risk contribution
    • All of the above
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About This Quiz

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HSBC Wealth Portfolio Plus (Pas Nexgen) Training Feedback - Quiz

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  • 2. 

    Customers are allowed to select their own funds to construct their own diversified portfolio.

    • True

    • False

    Correct Answer
    A. True
    Explanation
    Customers being allowed to select their own funds means that they have the freedom to choose from a variety of investment options to build their portfolio. This allows them to diversify their investments by selecting funds from different asset classes, such as stocks, bonds, or mutual funds. By diversifying their portfolio, customers can spread their risk and potentially increase their chances of earning higher returns. Hence, the statement "Customers are allowed to select their own funds to construct their own diversified portfolio" is true.

    Rate this question:

  • 3. 

    Goal tracking under HSBC Wealth Portfolio Plus allows customers to monitor and review their goals on an ongoing basis, and identify any changes needed to achieve their goals.

    • True

    • False

    Correct Answer
    A. True
    Explanation
    The statement is explaining that HSBC Wealth Portfolio Plus offers goal tracking for customers to continuously monitor and assess their goals. This feature enables customers to identify any necessary adjustments required to achieve their goals. Therefore, the answer is true.

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  • 4. 

    HSBC is collaborating with BlackRock Aladdin to provide risk and scenario analysis capabilities under HSBC Wealth Portfolio Plus.

    • True

    • False

    Correct Answer
    A. True
    Explanation
    HSBC is indeed collaborating with BlackRock Aladdin to offer risk and scenario analysis capabilities as part of HSBC Wealth Portfolio Plus. This collaboration allows HSBC to enhance its wealth management services by leveraging BlackRock's Aladdin platform, which is known for its advanced risk management and investment analytics capabilities. By integrating these capabilities into HSBC Wealth Portfolio Plus, clients can benefit from more comprehensive and accurate risk assessment and scenario analysis, enabling them to make more informed investment decisions.

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  • 5. 

    Which of the following is not a new functionality under HSBC Wealth Portfolio Plus?

    • Exposure and risk analytics

    • Goal tracking

    • Scenario and stress testing

    • All of the above are new functionalities under HSBC Wealth Portfolio Plus

    Correct Answer
    A. All of the above are new functionalities under HSBC Wealth Portfolio Plus
    Explanation
    The given answer states that all of the options mentioned - exposure and risk analytics, goal tracking, and scenario and stress testing - are new functionalities under HSBC Wealth Portfolio Plus. This means that none of these options can be considered as not a new functionality. Therefore, the correct answer is that all of the options mentioned are new functionalities under HSBC Wealth Portfolio Plus.

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  • 6. 

    HSBC Wealth Portfolio Plus is available for __________ customers.

    • Jade

    • Premier and Jade

    • Advance, Premier and Jade

    Correct Answer
    A. Premier and Jade
    Explanation
    HSBC Wealth Portfolio Plus is available for Premier and Jade customers. This means that only customers who hold Premier or Jade accounts with HSBC can access and utilize the Wealth Portfolio Plus service.

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  • 7. 

    HSBC Wealth Portfolio Plus is available for customers with risk profiles ___________.

    • 1,2,3,4,5

    • 2,3,4,5

    • 3,4,5

    Correct Answer
    A. 3,4,5
    Explanation
    HSBC Wealth Portfolio Plus is available for customers with risk profiles 3, 4, and 5. This means that customers who have a moderate to high risk tolerance are eligible for this investment product. Risk profiles 3, 4, and 5 typically indicate that the customers are willing to take on a higher level of risk in order to potentially achieve higher returns on their investments.

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  • 8. 

    Please rank the clarity of the training and the contents.

    • 1 - Not at all clear

    • 2

    • 3 - Clear

    • 4

    • 5 - Extremely clear

    Correct Answer
    A. 5 - Extremely clear
    Explanation
    The given answer suggests that the clarity of the training and the contents is extremely clear. This indicates that the training material and the content provided are easily understood and comprehensible. The information presented is likely well-organized, concise, and effectively communicated, resulting in a high level of clarity for the learners.

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  • 9. 

    Was the material sufficient and relevant to the purpose of the training?

    • Yes

    • No

    Correct Answer
    A. Yes
    Explanation
    The material provided for the training was sufficient and relevant to the purpose. It covered all the necessary topics and information needed to achieve the training objectives. The participants were able to understand and apply the knowledge gained from the material effectively.

    Rate this question:

  • 10. 

    Please rank the usefulness of HSBC Wealth Portfolio Plus functionalities in your engagement with customers.

    • 1 - Not useful

    • 2

    • 3 - Average

    • 4

    • 5 - Very useful

    Correct Answer
    A. 5 - Very useful
    Explanation
    The given answer indicates that the respondent finds HSBC Wealth Portfolio Plus functionalities to be very useful in their engagement with customers. This suggests that the functionalities offered by HSBC Wealth Portfolio Plus are highly beneficial and effective in assisting the respondent in their interactions with customers.

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  • 11. 

    Please rank the ease of portfolio construction on HSBC Wealth Portfolio Plus.

    • 1 - Difficult

    • 2

    • 3 - Neutral

    • 4

    • 5 - Easy

    Correct Answer
    A. 5 - Easy
    Explanation
    The explanation for the answer "5 - Easy" is that HSBC Wealth Portfolio Plus provides a user-friendly and intuitive platform for constructing portfolios. It offers a wide range of investment options and tools that make it easy for investors to select and allocate their assets according to their risk tolerance and investment goals. The platform also provides comprehensive research and analysis resources, making it easier for investors to make informed decisions. Overall, the ease of portfolio construction on HSBC Wealth Portfolio Plus is high, making it a convenient option for investors.

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  • 12. 

    Please rank the ease of fulfilling goals and goal tracking on HSBC Wealth Portfolio Plus. 

    • 1 - Difficult

    • 2

    • 3 - Neutral

    • 4

    • 5 - Easy

    Correct Answer
    A. 5 - Easy
    Explanation
    The given answer suggests that fulfilling goals and goal tracking on HSBC Wealth Portfolio Plus is easy. This implies that the platform provides user-friendly features and tools that make it simple for individuals to set and track their goals effectively. It indicates that users can easily navigate through the platform and access the necessary resources and information needed to monitor and achieve their financial objectives.

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  • 13. 

    Please rank the ease of portfolio review and rebalancing on HSBC Wealth Portfolio Plus.

    • 1 - Difficult

    • 2

    • 3 - Neutral

    • 4

    • 5 - Easy

    Correct Answer
    A. 5 - Easy
    Explanation
    The correct answer is 5 - Easy. This suggests that portfolio review and rebalancing on HSBC Wealth Portfolio Plus is a straightforward and uncomplicated process. It implies that users can easily assess their portfolios and make necessary adjustments without much difficulty or complexity.

    Rate this question:

  • 14. 

    Please rank the usefulness of the exposure, risk and scenario analytics functionality.

    • 1 - Not useful

    • 2

    • 3 - Average

    • 4

    • 5 - Very useful

    Correct Answer
    A. 5 - Very useful
    Explanation
    The given answer suggests that the exposure, risk, and scenario analytics functionality is highly valuable and beneficial. It implies that the functionality provides significant insights and analysis, enabling users to make informed decisions and effectively manage their exposure to risks and potential scenarios. This functionality likely offers comprehensive data analysis, visualization, and predictive capabilities, empowering users to proactively identify and mitigate risks, optimize their strategies, and maximize their outcomes.

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  • 15. 

    Are you confident that you can use the new HSBC Wealth Portfolio Plus "live" with customers?

    • Yes

    • No

    Correct Answer
    A. Yes
    Explanation
    The answer "Yes" suggests that the person is confident in their ability to use the new HSBC Wealth Portfolio Plus "live" with customers. This indicates that they feel comfortable and capable in utilizing the new system in real-time interactions with customers.

    Rate this question:

  • 16. 

    If you answered "No", please tell us what additional materials you would like to have. Even if you answered "Yes", feel free to suggest additional materials that you think would help.

  • 17. 

    Do you have any suggestion that would make the training better?

  • 18. 

    Any other question relating to HSBC Wealth Portfolio Plus that you would like us to answer?

  • 19. 

    If you answered "No", what additional help would you require?

Quiz Review Timeline (Updated): Jan 30, 2023 +

Our quizzes are rigorously reviewed, monitored and continuously updated by our expert board to maintain accuracy, relevance, and timeliness.

  • Current Version
  • Jan 30, 2023
    Quiz Edited by
    ProProfs Editorial Team
  • Nov 17, 2019
    Quiz Created by
    Chengmummy
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