IS WORK OVER?

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

Wealth 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.

TaskShareAIPoints
Profile, IPS and the book.
Estimate

No 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.
Estimate

No public source provides a precise figure. This is our estimate.

16%40%+6.4
Tax, succession and not leaving a hole.
Estimate

No public source provides a precise figure. This is our estimate.

16%22%+3.5
Report, the market and not dressing the year.
Estimate

No public source provides a precise figure. This is our estimate.

16%28%+4.5
The committee, the product and not pushing the house book.
Estimate

No public source provides a precise figure. This is our estimate.

18%14%+2.5
Sit for real, and not selling the house product.
Estimate

No public source provides a precise figure. This is our estimate.

16%12%+1.9
Total100%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

Inventory clerk

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.

TaskShareAIPoints
Count, locations and the adjustment.
Estimate

No public source provides a precise figure. This is our estimate.

18%52%+9.4
Floor, the gap and what is in the aisle.
Estimate

No public source provides a precise figure. This is our estimate.

16%22%+3.5
Report, shrink and the reason.
Estimate

No public source provides a precise figure. This is our estimate.

16%36%+5.8
Audit, the auditor and not dressing it.
Estimate

No public source provides a precise figure. This is our estimate.

16%28%+4.5
The peak, the blind count and the stopped warehouse.
Estimate

No public source provides a precise figure. This is our estimate.

18%14%+2.5
Match for real, and not adjusting blind.
Estimate

No public source provides a precise figure. This is our estimate.

16%12%+1.9
Total100%28%

Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low

Skills and activities

  • cycle count
  • adjust stock
  • locations
  • shrink
  • blind count
  • stock audit
  • gaps
  • variance reasons

Sources for this job· O*NET 43-5081.00· ESCO/ISCO 4321

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