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?
BI analyst
34%
#18 / 623
View rankingBI analyst
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 |
|---|---|---|---|
Model data, light ETL and dashboards.EstimateNo public source provides a precise figure. This is our estimate. | 24% | 58% | +13.9 |
Write SQL, measures and docs.EstimateNo public source provides a precise figure. This is our estimate. | 18% | 50% | +9 |
Define KPIs with the business and negotiate meaning.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 22% | +3.5 |
Present insights and defend the number.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 18% | +2.9 |
Data quality, alerts and lineage.EstimateNo public source provides a precise figure. This is our estimate. | 14% | 15% | +2.1 |
Prioritise requests and say no.EstimateNo public source provides a precise figure. This is our estimate. | 12% | 20% | +2.4 |
| Total | 100% | 34% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- Model data, light ETL and dashboards
- Write SQL, measures and docs
- Present insights and defend the number
- Data quality, alerts and lineage
- Prioritise requests and say no
- business intelligence
- analista bi
- power bi
- looker
Sources for this job· O*NET 15-2051.00· ESCO/ISCO 2511