金融、保險及地產 / Finance, insurance & real estate
Fund manager
全部職業嘅 JSONOpenAPI 3.1All careers as JSON · /api/v1/careers.json · 路徑由端點登記冊派生
基金經理管理基金投資組合，研究市場同公司、決定買賣、控制風險同向投資者交代表現；喺香港代客管理資產屬受規管活動，公司同相關人員須獲證監會發牌，負責人員仲要符合法定嘅勝任能力要求。
金融、保險及地產呢個行業係點運作
銀行、保險、地產代理。三者都係「持牌行業」：銀行從業員受金管局及其機構監管，保險代理同經紀要向保險業監管局領牌，地產代理要持地產代理監管局牌照。入行前要考的考試同持續進修（CPD）時數，都可以在監管機構網站查到。
Banking, insurance and estate agency. All three are licensed trades: bank staff work under HKMA-supervised institutions, insurance agents and brokers must be licensed by the Insurance Authority, and estate agents must hold an Estate Agents Authority licence. The examinations you sit and the CPD hours you must keep up are published by those regulators.
數據與分析 · 專業判斷與責任 · 管理與統籌 · Data and analysis · Professional judgement · Managing people and resources
呢份工嘅主要性質係：數據與分析 · 專業判斷與責任 · 管理與統籌。以下逐項講清楚實際係點做。
主要處理數字、紀錄、圖則或文件，要求準確、有系統，並識得用軟件工具分析同核對。
Mostly numbers, records, drawings or documents, requiring accuracy, method and fluency with software tools for analysis and checking.
要按專業知識做判斷同決定，並為結果負責；通常有法定註冊、專業學會或僱主訂明嘅資格要求。
You apply specialist knowledge to make judgements and answer for the outcome, usually behind a statutory registration, professional body or employer-defined qualification.
除咗自己做，亦要編排人手、時間同資源，協調唔同單位，並承擔團隊成敗。
Beyond doing the work yourself, you roster people, time and resources, coordinate between parties and answer for how the team performs.
工作性質係本站按工作方式歸納，唔係官方職業分類（政府統計處另有《標準職業分類》）；只講對人、對機器、 戶外、輪班、自由身等形式，唔代表薪酬、學歷或年資要求。
繁體中文
代客管理證券或期貨合約投資組合，屬《證券及期貨條例》下嘅第9類受規管活動。持牌法團要為每項受規管活動委任最少兩名經證監會批准嘅負責人員，其中最少一名須為執行董事；亦即入行關卡落喺公司同人員嘅發牌同批准，而唔係單一考核。牌照按受規管活動類別發出，公司同個人嘅資歷、經驗同誠信都要符合準則。
證監會要求負責人員具備適當學歷、相關行業經驗同管理經驗，並通過本地監管架構考試；一般而言要有相關學位、過去六年內三年相關行業經驗同兩年管理經驗。前線從業員亦有相應要求，申請人同相關人士仲要通過「適當人選」準則，涵蓋財政狀況、聲譽同誠信。呢啲要求要持續維持，並非一次過審批。
基金經理研究宏觀經濟、行業同個別公司，決定買賣同配置，控制集中度、流動性同槓桿風險，並向投資者交代表現。業績同市場週期關係密切，表現差會引嚟贖回同客戶流失，所以除投資判斷，市場推廣同客戶溝通同樣關鍵，工作節奏亦跟住開市時間同季度表現檢視而變，同時要遵守監管機構嘅操守同披露要求。
English
Managing a portfolio of securities or futures contracts for others is a Type 9 regulated activity under the Securities and Futures Ordinance. A licensed corporation must appoint at least two SFC-approved responsible officers for each regulated activity, with at least one an executive director, so the entry barrier rests on licensing and approval of the firm and its people rather than a single examination. Licences are granted by the type of regulated activity, and both the firm and the individual must meet the criteria on qualifications, experience and integrity.
The SFC requires responsible officers to have appropriate academic qualifications, relevant industry experience and management experience, and to pass a local regulatory framework examination; a common guide is a relevant degree, three years of relevant industry experience within the past six years and two years of management experience. Front-line representatives have corresponding requirements, and applicants and relevant persons must also pass the 'fit and proper' criteria covering financial status, reputation and integrity. These requirements must be maintained, not met only once at approval.
A fund manager researches the macro economy, industries and individual companies, decides trades and allocation, controls concentration, liquidity and leverage risk, and reports performance to investors. Results are closely tied to the market cycle, so poor performance brings redemptions and client losses, and marketing and client communication are as important as investment judgement. The working rhythm follows market hours and quarterly performance reviews, and the pressure is felt most when markets fall and investors want explanations. Client-facing meetings and reporting obligations also make the role far more than pure stock-picking.
薪酬由邊個決定
薪酬由受僱嘅持牌法團按自己嘅薪酬同獎金制度決定，證監會同政府並無訂立基金經理嘅法定薪級；表現掛鈎嘅花紅常見，金額由僱主同市場決定。
Pay is set by the employing licensed corporation under its own salary and bonus structure. The SFC and the Government set no statutory pay scale for fund managers; performance-linked bonuses are common, with amounts decided by the employer and the market.
可以多於一條。每條都註明來源，不是「唯一正確讀法」。
From analyst to fund manager
Moving across from another financial role
法定註冊或執照階級；私人職銜若無官方表則註明視乎僱主。
薪酬政策：只有官方薪級表、條例或監管機構公布的數字才會在本站寫出；私人機構薪酬因僱主而異，本站不估算。
金融、保險及地產 · 4 of 20
核對時點 2026-10-17。招聘條件以當時廣告為準。
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