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 / 623
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?
Postal worker
18%
#548 / 623
View rankingPostal worker
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 |
|---|---|---|---|
Sort, rounds and postcodes.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 32% | +5.1 |
Deliver, climb and hand over.EstimateNo public source provides a precise figure. This is our estimate. | 24% | 8% | +1.9 |
Notices, recorded items and collections.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 18% | +2.9 |
Neighbours, dogs and porters.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 22% | +3.5 |
Moped, trolley and weather.EstimateNo public source provides a precise figure. This is our estimate. | 14% | 16% | +2.2 |
Not losing a parcel or recorded mail.EstimateNo public source provides a precise figure. This is our estimate. | 14% | 14% | +2 |
| Total | 100% | 18% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- Sort, rounds and postcodes
- Deliver, climb and hand over
- Notices, recorded items and collections
- Neighbours, dogs and porters
- Moped, trolley and weather
- Not losing a parcel or recorded mail
- cartero
- cartera
- postal worker
Sources for this job· O*NET 43-5052.00· ESCO/ISCO 4412