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?

27%

AI can already do 27% of this job.

#156 / 623

Wealth manager

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. 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
Total	100%		27%

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

IS WORK OVER?

20%

#442 / 623

Chief executive

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
Reports, dashboards and board notes. Estimate No public source provides a precise figure. This is our estimate.	18%	42%	+7.6
Prep committees, agendas and follow-ups. Estimate No public source provides a precise figure. This is our estimate.	16%	28%	+4.5
Decide strategy, investment and cuts. Estimate No public source provides a precise figure. This is our estimate.	18%	12%	+2.2
Lead the exec team and conflicts. Estimate No public source provides a precise figure. This is our estimate.	18%	10%	+1.8
Talk to investors, unions and press. Estimate No public source provides a precise figure. This is our estimate.	16%	12%	+1.9
Represent the company and own the miss. Estimate No public source provides a precise figure. This is our estimate.	14%	15%	+2.1
Total	100%		20%

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