IS WORK OVER?

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

Wealth 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.

TaskShareAIPoints
Profile, IPS and the book.
Estimate

No 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.
Estimate

No public source provides a precise figure. This is our estimate.

16%40%+6.4
Tax, succession and not leaving a hole.
Estimate

No public source provides a precise figure. This is our estimate.

16%22%+3.5
Report, the market and not dressing the year.
Estimate

No public source provides a precise figure. This is our estimate.

16%28%+4.5
The committee, the product and not pushing the house book.
Estimate

No public source provides a precise figure. This is our estimate.

18%14%+2.5
Sit for real, and not selling the house product.
Estimate

No public source provides a precise figure. This is our estimate.

16%12%+1.9
Total100%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

Executive housekeeper

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.

TaskShareAIPoints
Roster, checklists and linen logs.
Estimate

No public source provides a precise figure. This is our estimate.

18%40%+7.2
Rounds, standards and VIP rooms.
Estimate

No public source provides a precise figure. This is our estimate.

18%14%+2.5
Room team, shifts and conflict.
Estimate

No public source provides a precise figure. This is our estimate.

16%22%+3.5
Front desk, maintenance and complaints.
Estimate

No public source provides a precise figure. This is our estimate.

16%18%+2.9
Inventory, minibar and lost-and-found.
Estimate

No public source provides a precise figure. This is our estimate.

16%16%+2.6
Not handing a dirty room to a guest.
Estimate

No public source provides a precise figure. This is our estimate.

16%14%+2.2
Total100%21%

Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low

Skills and activities

  • Roster, checklists and linen logs
  • Rounds, standards and VIP rooms
  • Room team, shifts and conflict
  • Front desk, maintenance and complaints
  • Inventory, minibar and lost-and-found
  • Not handing a dirty room to a guest
  • gobernanta
  • ama de llaves
  • executive housekeeper

Sources for this job· O*NET 37-1011.00· ESCO/ISCO 5151

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