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?
Occupational therapist
19%
#543 / 633
View rankingOccupational therapist
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 |
|---|---|---|---|
Reports, scales and intervention plans.EstimateNo public source provides a precise figure. This is our estimate. | 18% | 35% | +6.3 |
Prescribe aids and adapt paperwork.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 28% | +4.5 |
Practical session: dressing, cooking, mobility.EstimateNo public source provides a precise figure. This is our estimate. | 22% | 8% | +1.8 |
Home visit and the real environment.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 12% | +1.9 |
Family, carer and clinical team.EstimateNo public source provides a precise figure. This is our estimate. | 14% | 14% | +2 |
Motivation when the patient gives up.EstimateNo public source provides a precise figure. This is our estimate. | 14% | 16% | +2.2 |
| Total | 100% | 19% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- Reports, scales and intervention plans
- Prescribe aids and adapt paperwork
- Home visit and the real environment
- Family, carer and clinical team
- Motivation when the patient gives up
- terapeuta ocupacional
- occupational therapist
Sources for this job· O*NET 29-1122.00· ESCO/ISCO 2269