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?
Camera operator
18%
#546 / 623
View rankingCamera operator
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 |
|---|---|---|---|
Schedule, lists and overlays.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 32% | +5.1 |
Frame, follow and not lose focus.EstimateNo public source provides a precise figure. This is our estimate. | 22% | 10% | +2.2 |
Kit, cards and backups.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 18% | +2.9 |
Director, light and sound.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 22% | +3.5 |
Knees, shoulder and long days.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 16% | +2.6 |
Not wiping a full card.EstimateNo public source provides a precise figure. This is our estimate. | 14% | 14% | +2 |
| Total | 100% | 18% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- Schedule, lists and overlays
- Frame, follow and not lose focus
- Kit, cards and backups
- Director, light and sound
- Knees, shoulder and long days
- Not wiping a full card
- camara
- operador de camara
- camera operator
Sources for this job· O*NET 27-4031.00· ESCO/ISCO 3521