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?
Building surveyor
22%
#321 / 623
View rankingBuilding surveyor
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 |
|---|---|---|---|
Quantities, valuations and cost control.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 40% | +6.4 |
Working drawings and trade coordination.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 28% | +4.5 |
Site, visits and safety.EstimateNo public source provides a precise figure. This is our estimate. | 18% | 14% | +2.5 |
Client, contractor and site team.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 22% | +3.5 |
Quality, tests and the building book.EstimateNo public source provides a precise figure. This is our estimate. | 18% | 16% | +2.9 |
Sign a build that will not fall.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 14% | +2.2 |
| Total | 100% | 22% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- building plans
- renders
- sign a project
- Quantities, valuations and cost control
- Working drawings and trade coordination
- Site, visits and safety
- Client, contractor and site team
- Quality, tests and the building book
- Sign a build that will not fall
- arquitecto tecnico
Sources for this job· O*NET 17-3011.00· ESCO/ISCO 3112