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?
Product owner
27%
#171 / 633
View rankingProduct owner
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 |
|---|---|---|---|
Write stories, criteria and backlog.EstimateNo public source provides a precise figure. This is our estimate. | 22% | 50% | +11 |
Maps, roadmaps and release notes.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 40% | +6.4 |
Refine with engineering and design.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 18% | +2.9 |
Talk to users and stakeholders.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 15% | +2.4 |
Prioritise, cut scope and say no.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 12% | +1.9 |
Accept the increment and own the value.EstimateNo public source provides a precise figure. This is our estimate. | 14% | 16% | +2.2 |
| Total | 100% | 27% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- Write stories, criteria and backlog
- Maps, roadmaps and release notes
- Refine with engineering and design
- Talk to users and stakeholders
- Prioritise, cut scope and say no
- Accept the increment and own the value
- product owner
- po agil
Sources for this job· O*NET 15-1199.09· ESCO/ISCO 2519