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?
Ham carver
19%
#483 / 623
View rankingHam carver
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 |
|---|---|---|---|
Pick the leg, marbling and the cure point.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 32% | +5.1 |
Slice, the hand and the one who wants it thick.EstimateNo public source provides a precise figure. This is our estimate. | 22% | 8% | +1.8 |
Use it, shrink and the bone.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 28% | +4.5 |
Event, the plate and the bar rhythm.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 22% | +3.5 |
The client, the photo and not making a show of it.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 18% | +2.9 |
Thin for real, and not wasting the cushion.EstimateNo public source provides a precise figure. This is our estimate. | 14% | 12% | +1.7 |
| Total | 100% | 19% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- slice ham
- marbling
- the hand
- use the leg
- events
- the bone
- cure point
- the cushion
Sources for this job· O*NET 51-3021.00· ESCO/ISCO 7511