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?
Property valuer
24%
#280 / 633
View rankingProperty valuer
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 |
|---|---|---|---|
Comps, cadastre and a first value.EstimateNo public source provides a precise figure. This is our estimate. | 18% | 48% | +8.6 |
Visit, measurements and defects.EstimateNo public source provides a precise figure. This is our estimate. | 18% | 14% | +2.5 |
Report, photos and bank annexes.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 28% | +4.5 |
Client, lender and valuation deadlines.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 22% | +3.5 |
Valuation rules and liability.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 16% | +2.6 |
Not signing a flat that is not worth that.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 14% | +2.2 |
| Total | 100% | 24% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- Comps, cadastre and a first value
- Visit, measurements and defects
- Report, photos and bank annexes
- Client, lender and valuation deadlines
- Valuation rules and liability
- Not signing a flat that is not worth that
- tasador inmobiliario
- tasador
- property valuer
Sources for this job· O*NET 13-2023.00· ESCO/ISCO 3315