IS WORK OVER?

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

Wealth 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.

TaskShareAIPoints
Profile, IPS and the book.
Estimate

No 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.
Estimate

No public source provides a precise figure. This is our estimate.

16%40%+6.4
Tax, succession and not leaving a hole.
Estimate

No public source provides a precise figure. This is our estimate.

16%22%+3.5
Report, the market and not dressing the year.
Estimate

No public source provides a precise figure. This is our estimate.

16%28%+4.5
The committee, the product and not pushing the house book.
Estimate

No public source provides a precise figure. This is our estimate.

18%14%+2.5
Sit for real, and not selling the house product.
Estimate

No public source provides a precise figure. This is our estimate.

16%12%+1.9
Total100%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

Army officer

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.

TaskShareAIPoints
Order, the map and the section.
Estimate

No public source provides a precise figure. This is our estimate.

16%40%+6.4
Field, the one who lags and the one who jumps.
Estimate

No public source provides a precise figure. This is our estimate.

18%14%+2.5
Live fire, safety and not playing brave.
Estimate

No public source provides a precise figure. This is our estimate.

16%28%+4.5
Logistics, the meal and the one that does not arrive.
Estimate

No public source provides a precise figure. This is our estimate.

16%22%+3.5
Command, the pressure and not dressing casualties.
Estimate

No public source provides a precise figure. This is our estimate.

18%18%+3.2
Get them all out, and not losing one.
Estimate

No public source provides a precise figure. This is our estimate.

16%12%+1.9
Total100%22%

Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low

Skills and activities

  • operations orders
  • sections
  • the map
  • live fire
  • meals
  • casualties
  • command
  • field safety

Sources for this job· O*NET 55-1015.00· ESCO/ISCO 0110

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