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?
Administrative agent
25%
#226 / 623
View rankingAdministrative agent
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 |
|---|---|---|---|
Forms, appointments and filings.EstimateNo public source provides a precise figure. This is our estimate. | 18% | 48% | +8.6 |
Files, deadlines and requests.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 28% | +4.5 |
Serve the client and explain procedures.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 22% | +3.5 |
Tax, traffic, immigration and social security.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 18% | +2.9 |
Archive, copies and follow-up.EstimateNo public source provides a precise figure. This is our estimate. | 18% | 16% | +2.9 |
Not missing a deadline that costs a car.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 14% | +2.2 |
| Total | 100% | 25% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- Forms, appointments and filings
- Files, deadlines and requests
- Serve the client and explain procedures
- Archive, copies and follow-up
- Not missing a deadline that costs a car
- gestor administrativo
- gestoria
- administrative agent
Sources for this job· O*NET 43-6011.00· ESCO/ISCO 3343