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.
#156 / 623
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?
Data scientist
40%
#6 / 623
View rankingData scientist
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 |
|---|---|---|---|
Generate standard or custom reports summarizing business, financial, or economic data for review by executives, managers, clients, and other stakeholders.EstimateNo public source provides a precise figure. This is our estimate. | 14% | 55% | +7.7 |
Manage timely flow of business intelligence information to users.EstimateNo public source provides a precise figure. This is our estimate. | 13% | 28% | +3.6 |
Maintain or update business intelligence tools, databases, dashboards, systems, or methods.EstimateNo public source provides a precise figure. This is our estimate. | 11% | 48% | +5.3 |
Provide technical support for existing reports, dashboards, or other tools.EstimateNo public source provides a precise figure. This is our estimate. | 9% | 55% | +5 |
Synthesize current business intelligence or trend data to support recommendations for action.EstimateNo public source provides a precise figure. This is our estimate. | 6% | 28% | +1.7 |
Create business intelligence tools or systems, including design of related databases, spreadsheets, or outputs.EstimateNo public source provides a precise figure. This is our estimate. | 6% | 55% | +3.3 |
Collect business intelligence data from available industry reports, public information, field reports, or purchased sources.EstimateNo public source provides a precise figure. This is our estimate. | 6% | 55% | +3.3 |
Identify or monitor current and potential customers, using business intelligence tools.EstimateNo public source provides a precise figure. This is our estimate. | 6% | 28% | +1.7 |
Other less frequent tasks (weight estimated from frequency).EstimateNo public source provides a precise figure. This is our estimate. | 29% | 28% | +8.1 |
| Total | 100% | 40% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- analyse data
- models
- dashboards
- python
- information structure
- data warehouse
- database
- web programming
- ICT security legislation
- business process modelling
Sources for this job· O*NET 15-2051.01· ESCO/ISCO 2521