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?
Historian
25%
#227 / 623
View rankingHistorian
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 |
|---|---|---|---|
Search, transcribe and sort sources.EstimateNo public source provides a precise figure. This is our estimate. | 20% | 45% | +9 |
Draft chapters, cards and bibliography.EstimateNo public source provides a precise figure. This is our estimate. | 18% | 38% | +6.8 |
Archive work and source criticism.EstimateNo public source provides a precise figure. This is our estimate. | 18% | 15% | +2.7 |
Argue the thesis and debate peers.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 12% | +1.9 |
Teaching, outreach and museums.EstimateNo public source provides a precise figure. This is our estimate. | 14% | 16% | +2.2 |
Choose the cut and the question.EstimateNo public source provides a precise figure. This is our estimate. | 14% | 14% | +2 |
| Total | 100% | 25% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- Search, transcribe and sort sources
- Draft chapters, cards and bibliography
- Archive work and source criticism
- Argue the thesis and debate peers
- Teaching, outreach and museums
- Choose the cut and the question
- historiador
- historian
Sources for this job· O*NET 19-3093.00· ESCO/ISCO 2633