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

Furniture restorer

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
Diagnosis, woodworm and the proposal.
Estimate

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

16%32%+5.1
Consolidate, glue and the one that opens.
Estimate

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

22%8%+1.8
Finish, shellac and the colour.
Estimate

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

16%22%+3.5
Hardware, upholstery and what is not touched.
Estimate

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

16%28%+4.5
The owner, the memory and not leaving it too new.
Estimate

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

16%18%+2.9
Not overworking the piece, and signing the treatment.
Estimate

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

14%12%+1.7
Total100%19%

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

Skills and activities

  • woodworm
  • consolidate wood
  • shellac
  • hardware
  • upholstery
  • furniture diagnosis
  • glue
  • not overwork

Sources for this job· O*NET 51-7021.00· ESCO/ISCO 7522

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