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.
#167 / 743
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?
Control engineer
22%
#386 / 743
View rankingControl engineer
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 |
|---|---|---|---|
PID, tune and the model.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 40% | +6.4 |
Plant, the swing and the one that runs away.EstimateNo public source provides a precise figure. This is our estimate. | 18% | 14% | +2.5 |
Mode, manual and not leaving it for ever.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 28% | +4.5 |
Alarm, the interlock and not silencing it.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 22% | +3.5 |
Operations, the recipe and not changing blind.EstimateNo public source provides a precise figure. This is our estimate. | 18% | 18% | +3.2 |
That it does not swing, and not leaving manual for ever.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 12% | +1.9 |
| Total | 100% | 22% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- PID
- tune
- swings
- manual mode
- interlocks
- recipes
- control models
- not silence alarms
Sources for this job· O*NET 17-2199.00· ESCO/ISCO 2149