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

Civil registry officer

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
Entry, the book and the record.
Estimate

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

18%48%+8.6
Birth, the deadline and the one who is late.
Estimate

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

16%40%+6.4
Marriage, the impediment and not jumping.
Estimate

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

16%22%+3.5
Death, the family and not mixing the dead.
Estimate

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

16%28%+4.5
The registrar judge and not losing the volume.
Estimate

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

18%14%+2.5
That it is right, and not losing the book.
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

  • entries
  • registry books
  • births
  • marriages
  • deaths
  • records
  • registry deadlines
  • volumes

Sources for this job· O*NET 43-4031.00· ESCO/ISCO 3359

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