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 / 633
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?
Influencer / creator
30%
#50 / 633
View rankingInfluencer / creator
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 |
|---|---|---|---|
Confer with department heads or staff to discuss topics such as contracts, selection of advertising media, or product to be advertised.EstimateNo public source provides a precise figure. This is our estimate. | 10% | 28% | +2.8 |
Plan and prepare advertising and promotional material to increase sales of products or services, working with customers, company officials, sales departments, and advertising agencies.EstimateNo public source provides a precise figure. This is our estimate. | 8% | 28% | +2.2 |
Coordinate activities of departments, such as sales, graphic arts, media, finance, and research.EstimateNo public source provides a precise figure. This is our estimate. | 8% | 48% | +3.8 |
Inspect layouts and advertising copy, and edit scripts, audio, video, and other promotional material for adherence to specifications.EstimateNo public source provides a precise figure. This is our estimate. | 8% | 28% | +2.2 |
Plan and execute advertising policies and strategies for organizations.EstimateNo public source provides a precise figure. This is our estimate. | 7% | 28% | +2 |
Direct, motivate, and monitor the mobilization of a campaign team to advance campaign goals.EstimateNo public source provides a precise figure. This is our estimate. | 7% | 28% | +2 |
Train and direct workers engaged in developing and producing advertisements.EstimateNo public source provides a precise figure. This is our estimate. | 7% | 28% | +2 |
Contact organizations to explain services and facilities offered.EstimateNo public source provides a precise figure. This is our estimate. | 6% | 28% | +1.7 |
Other less frequent tasks (weight estimated from frequency).EstimateNo public source provides a precise figure. This is our estimate. | 39% | 28% | +10.9 |
| Total | 100% | 30% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- produce statistical financial records
- comply with food safety and hygiene
- implement marketing strategies
- monitor financial accounts
- manage staff
- analyse booking patterns
- think analytically
- develop financial statistics reports
- apply numeracy skills
- forecast occupancy demand
Sources for this job· O*NET 11-2011.00· ESCO/ISCO 2431