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?
Prompt engineer
34%
#21 / 623
View rankingPrompt engineer
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 |
|---|---|---|---|
Design prompts, tools and chains.EstimateNo public source provides a precise figure. This is our estimate. | 24% | 58% | +13.9 |
Evals, datasets and regressions.EstimateNo public source provides a precise figure. This is our estimate. | 18% | 52% | +9.4 |
Integrate with product and safety limits.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 22% | +3.5 |
Talk to the business about a good output.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 18% | +2.9 |
Watch hallucinations, bias and cost.EstimateNo public source provides a precise figure. This is our estimate. | 14% | 20% | +2.8 |
Decide what the model gets, and what it does not.EstimateNo public source provides a precise figure. This is our estimate. | 12% | 16% | +1.9 |
| Total | 100% | 34% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- Design prompts, tools and chains
- Evals, datasets and regressions
- Integrate with product and safety limits
- Talk to the business about a good output
- Watch hallucinations, bias and cost
- prompt engineer
- ingeniero de prompts
- llm engineer
Sources for this job· O*NET 15-1252.00· ESCO/ISCO 2512