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.
#161 / 693
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?
Exam invigilator
22%
#447 / 693
View rankingExam invigilator
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 |
|---|---|---|---|
Hall, the protocol and the clock.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 40% | +6.4 |
Identity, the ID and the one who is not.EstimateNo public source provides a precise figure. This is our estimate. | 18% | 14% | +2.5 |
Copying, the phone and removing it without a circus.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 28% | +4.5 |
Incident, the minute and not making it up.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 22% | +3.5 |
The one who shakes, extra time and not humiliating.EstimateNo public source provides a precise figure. This is our estimate. | 18% | 18% | +3.2 |
That they do not copy, and not humiliating.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
- exam protocols
- ID
- phones
- incident minutes
- extra time
- exam hall
- remove without a circus
- not humiliate
Sources for this job· O*NET 25-1191.00· ESCO/ISCO 2359