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.
#167 / 703
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?
Instructional designer
27%
#158 / 703
View rankingInstructional designer
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 |
|---|---|---|---|
Aim, the storyboard and the module.EstimateNo public source provides a precise figure. This is our estimate. | 18% | 48% | +8.6 |
Pilot, the learner and what is not understood.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 40% | +6.4 |
Activity, the feedback and not putting a silly test.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 22% | +3.5 |
LMS, the figure and not inflating completion.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 28% | +4.5 |
The client, the deadline and not cutting the practice.EstimateNo public source provides a precise figure. This is our estimate. | 18% | 14% | +2.5 |
That they learn, and not leaving the empty video.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
- course storyboard
- modules
- learner pilot
- activities
- LMS
- completion
- feedback
- not a silly test
Sources for this job· O*NET 25-9031.00· ESCO/ISCO 2351