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.
#161 / 693
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?
Language assistant
22%
#340 / 693
View rankingLanguage assistant
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 |
|---|---|---|---|
Sheet, the oral and the group.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 40% | +6.4 |
Classroom, the silence and the one who will not speak.EstimateNo public source provides a precise figure. This is our estimate. | 18% | 14% | +2.5 |
Game, the mistake and not correcting every one.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 28% | +4.5 |
Culture, the cliché and not playing the clown.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 22% | +3.5 |
The teacher, the hour and not leaving them copying.EstimateNo public source provides a precise figure. This is our estimate. | 18% | 18% | +3.2 |
That they speak, and not laughing at the accent.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
- orals
- conversation sheets
- language games
- accent
- culture
- not correct every error
- language assistant
- groups
Sources for this job· O*NET 25-3099.00· ESCO/ISCO 2353