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

Family lawyer

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
Claim, measures and the agreement.
Estimate

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

18%48%+8.6
Hearing, the child and not using them as a weapon.
Estimate

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

16%40%+6.4
Enforcement, the maintenance and the one who will not pay.
Estimate

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

16%22%+3.5
The court team and not dismissing the report.
Estimate

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

16%28%+4.5
The client, the hate and not pouring fuel.
Estimate

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

18%14%+2.5
Not using the child. Ever.
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

  • settlement agreements
  • interim measures
  • maintenance
  • court team
  • family hearings
  • enforcement
  • not use the child
  • custody

Sources for this job· O*NET 23-1011.00· ESCO/ISCO 2611

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