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.
#159 / 673
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?
History teacher
22%
#390 / 673
View rankingHistory teacher
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 |
|---|---|---|---|
Topic, sources and the outline.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 40% | +6.4 |
Classroom, the debate and the one who drops the cliché.EstimateNo public source provides a precise figure. This is our estimate. | 18% | 14% | +2.5 |
Exam, the argument and not rewarding the crib.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 28% | +4.5 |
Trip, the museum and getting them to actually look.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 22% | +3.5 |
The family, the politics and not indoctrinating.EstimateNo public source provides a precise figure. This is our estimate. | 18% | 18% | +3.2 |
That they know why it happened, and not just the date.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 12% | +1.9 |
| Total | 100% | 22% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- historical sources
- causes outlines
- classroom debate
- history exams
- museum trips
- not indoctrinate
- cribs
- argument
Sources for this job· O*NET 25-2031.00· ESCO/ISCO 2330