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

CISO

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
Risks, policies and the control map.
Estimate

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

16%44%+7
The incident, the board and talk to press or not.
Estimate

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

18%14%+2.5
Budget, vendors and cyber insurance.
Estimate

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

16%36%+5.8
Audit, ISO and briefing the board.
Estimate

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

16%28%+4.5
The business that wants to ship now, and the no.
Estimate

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

18%18%+3.2
Ride out the incident, and not lying to the board.
Estimate

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

16%12%+1.9
Total100%25%

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

Skills and activities

  • risk map
  • security policies
  • handle incidents
  • ISO 27001
  • cyber insurance
  • brief the board
  • say no to the business
  • security controls

Sources for this job· O*NET 11-3021.00· ESCO/ISCO 1330

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