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?
Economist
30%
#49 / 623
View rankingEconomist
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 |
|---|---|---|---|
Clean data, estimate and produce tables.EstimateNo public source provides a precise figure. This is our estimate. | 22% | 52% | +11.4 |
Draft notes, briefs and a first paper.EstimateNo public source provides a precise figure. This is our estimate. | 18% | 45% | +8.1 |
Choose model, assumptions and robustness.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 22% | +3.5 |
Present to a client, ministry or board.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 15% | +2.4 |
Debate, peer-review and defend the numbers.EstimateNo public source provides a precise figure. This is our estimate. | 14% | 12% | +1.7 |
Read the political context and data quality.EstimateNo public source provides a precise figure. This is our estimate. | 14% | 18% | +2.5 |
| Total | 100% | 30% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- Clean data, estimate and produce tables
- Draft notes, briefs and a first paper
- Choose model, assumptions and robustness
- Present to a client, ministry or board
- Debate, peer-review and defend the numbers
- economista
- economist
Sources for this job· O*NET 19-3011.00· ESCO/ISCO 2631