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

Astronomer

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
Proposal, time and the instrument.
Estimate

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

18%48%+8.6
Observe, calibrate and the one that clouds over.
Estimate

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

16%40%+6.4
Reduce, the pipeline and the artefact.
Estimate

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

16%22%+3.5
Paper, the referee and not jumping.
Estimate

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

16%28%+4.5
The facility, the queue and not losing the night.
Estimate

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

18%14%+2.5
Reduce, and not selling the find early.
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

  • telescope time
  • calibrate
  • pipelines
  • papers
  • artefacts
  • nights
  • proposals
  • instruments

Sources for this job· O*NET 19-2011.00· ESCO/ISCO 2111

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