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?
Event planner
30%
#51 / 623
View rankingEvent planner
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 |
|---|---|---|---|
Consult with customers to determine objectives and requirements for events, such as meetings, conferences, and conventions.EstimateNo public source provides a precise figure. This is our estimate. | 15% | 28% | +4.2 |
Coordinate services for events, such as accommodation and transportation for participants, facilities, catering, signage, displays, special needs requirements, printing and event security.EstimateNo public source provides a precise figure. This is our estimate. | 11% | 28% | +3.1 |
Confer with staff at a chosen event site to coordinate details.EstimateNo public source provides a precise figure. This is our estimate. | 9% | 28% | +2.5 |
Direct administrative details, such as financial operations, dissemination of promotional materials, and responses to inquiries.EstimateNo public source provides a precise figure. This is our estimate. | 8% | 28% | +2.2 |
Monitor event activities to ensure compliance with applicable regulations and laws, satisfaction of participants, and resolution of any problems that arise.EstimateNo public source provides a precise figure. This is our estimate. | 8% | 28% | +2.2 |
Evaluate and select providers of services according to customer requirements.EstimateNo public source provides a precise figure. This is our estimate. | 7% | 28% | +2 |
Maintain records of event aspects, including financial details.EstimateNo public source provides a precise figure. This is our estimate. | 6% | 55% | +3.3 |
Review event bills for accuracy and approve payment.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. | 30% | 28% | +8.4 |
| Total | 100% | 30% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- develop event topics
- negotiate contracts with event providers
- coordinate events
- confer with event staff
- review event bills
- inspect event facilities
- arrange event needs
- organise event participants' registration
- direct event administrative details
- supervise event staff
Sources for this job· O*NET 13-1121.00· ESCO/ISCO 3332