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?
Props master
19%
#474 / 623
View rankingProps master
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 |
|---|---|---|---|
List, references and the budget.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 32% | +5.1 |
Make, adapt and the one that will not fit the hand.EstimateNo public source provides a precise figure. This is our estimate. | 22% | 8% | +1.8 |
Rehearsal, the change and the one that vanishes.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 22% | +3.5 |
Show, tables and the preset.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 28% | +4.5 |
The actor, the whim and not improvising the weapon.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 18% | +2.9 |
That it is there, and not breaking on stage.EstimateNo public source provides a precise figure. This is our estimate. | 14% | 12% | +1.7 |
| Total | 100% | 19% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- props lists
- presets
- adapt objects
- props rehearsals
- show tables
- stage weapons
- references
- props budget
Sources for this job· O*NET 27-1027.00· ESCO/ISCO 3435