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?
Admin assistant
31%
#29 / 623
View rankingAdmin assistant
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 |
|---|---|---|---|
Use computers for various applications, such as database management or word processing.EstimateNo public source provides a precise figure. This is our estimate. | 8% | 48% | +3.8 |
Answer telephones and give information to callers, take messages, or transfer calls to appropriate individuals.EstimateNo public source provides a precise figure. This is our estimate. | 8% | 28% | +2.2 |
Greet visitors or callers and handle their inquiries or direct them to the appropriate persons according to their needs.EstimateNo public source provides a precise figure. This is our estimate. | 7% | 28% | +2 |
Operate office equipment, such as fax machines, copiers, or phone systems and arrange for repairs when equipment malfunctions.EstimateNo public source provides a precise figure. This is our estimate. | 7% | 12% | +0.8 |
Operate electronic mail systems and coordinate the flow of information, internally or with other organizations.EstimateNo public source provides a precise figure. This is our estimate. | 6% | 28% | +1.7 |
Create, maintain, and enter information into databases.EstimateNo public source provides a precise figure. This is our estimate. | 6% | 48% | +2.9 |
Make copies of correspondence or other printed material.EstimateNo public source provides a precise figure. This is our estimate. | 6% | 28% | +1.7 |
Set up and manage paper or electronic filing systems, recording information, updating paperwork, or maintaining documents, such as attendance records, correspondence, or other material.EstimateNo public source provides a precise figure. This is our estimate. | 5% | 55% | +2.8 |
Other less frequent tasks (weight estimated from frequency).EstimateNo public source provides a precise figure. This is our estimate. | 47% | 28% | +13.2 |
| Total | 100% | 31% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- design interfaces
- prototypes
- figma
- company policies
- use spreadsheets software
- disseminate internal communications
- maintain internal communication systems
- file documents
- organise business documents
- monitor staff absences
Sources for this job· O*NET 43-6014.00· ESCO/ISCO 4120