Automation index
How much of a Wealth manager’s job can AI already do?
A model book comes earlier. Sitting with the client without selling them the house product do not.
This percentage does not predict how many people will lose their jobs.
Task comparison
IS WORK OVER?
Wealth manager
27%
AI can already do 27% of this job.
#156 / 623
View rankingWealth manager
Where the time goes
Task weights are our estimates based on O*NET frequency data, not time shares published by O*NET.
The time saving for each task is estimated separately.
| Task | Share | AI | Points |
|---|---|---|---|
Profile, IPS and the book.EstimateNo public source provides a precise figure. This is our estimate. | 18% | 48% | +8.6 |
Meeting, the fear and the one who wants it all on deposit.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 40% | +6.4 |
Tax, succession and not leaving a hole.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 22% | +3.5 |
Report, the market and not dressing the year.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 28% | +4.5 |
The committee, the product and not pushing the house book.EstimateNo public source provides a precise figure. This is our estimate. | 18% | 14% | +2.5 |
Sit for real, and not selling the house product.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 12% | +1.9 |
| Total | 100% | 27% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- IPS
- wealth books
- succession
- wealth tax
- risk profiles
- client reports
- house products
- deposits
Sources for this job· O*NET 13-2052.00· ESCO/ISCO 2412
IS WORK OVER?
Accountant
35%
#17 / 623
View rankingAccountant
Where the time goes
Task weights are our estimates based on O*NET frequency data, not time shares published by O*NET.
The time saving for each task is estimated separately.
| Task | Share | AI | Points |
|---|---|---|---|
Supervise auditing of establishments, and determine scope of investigation required.EstimateNo public source provides a precise figure. This is our estimate. | 12% | 22% | +2.6 |
Analyze business operations, trends, costs, revenues, financial commitments, and obligations to project future revenues and expenses or to provide advice.EstimateNo public source provides a precise figure. This is our estimate. | 9% | 48% | +4.3 |
Develop, implement, modify, and document recordkeeping and accounting systems, making use of current computer technology.EstimateNo public source provides a precise figure. This is our estimate. | 8% | 55% | +4.4 |
Report to management regarding the finances of establishment.EstimateNo public source provides a precise figure. This is our estimate. | 7% | 55% | +3.9 |
Inspect account books and accounting systems for efficiency, effectiveness, and use of accepted accounting procedures to record transactions.EstimateNo public source provides a precise figure. This is our estimate. | 7% | 55% | +3.9 |
Prepare adjusting journal entries.EstimateNo public source provides a precise figure. This is our estimate. | 7% | 28% | +2 |
Review accounts for discrepancies and reconcile differences.EstimateNo public source provides a precise figure. This is our estimate. | 6% | 28% | +1.7 |
Establish tables of accounts and assign entries to proper accounts.EstimateNo public source provides a precise figure. This is our estimate. | 6% | 28% | +1.7 |
Other less frequent tasks (weight estimated from frequency).EstimateNo public source provides a precise figure. This is our estimate. | 38% | 28% | +10.6 |
| Total | 100% | 35% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- ledger entries
- close accounts
- reconcile banks
- accounting department processes
- financial department processes
- economics
- corporate law
- accounting
- inspect tax returns
- control financial resources
Sources for this job· O*NET 13-2011.00· ESCO/ISCO 2411