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

Camp counsellor

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
Programme, groups and the log.
Estimate

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

16%32%+5.1
Night, the one who cries and the one who absconds.
Estimate

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

22%8%+1.8
Activity, the river and not leaving them alone.
Estimate

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

16%22%+3.5
Food, allergies and the one who will not eat.
Estimate

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

16%28%+4.5
Parents, the call and not hiding the knock.
Estimate

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

16%18%+2.9
Come back whole, and not losing anyone.
Estimate

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

14%12%+1.7
Total100%19%

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

Skills and activities

  • camp programmes
  • nights
  • allergies
  • groups
  • the river
  • logs
  • parents
  • absconds

Sources for this job· O*NET 39-9032.00· ESCO/ISCO 3423

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