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.
#167 / 713
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?
Red Cross volunteer
19%
#628 / 713
View rankingRed Cross volunteer
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 |
|---|---|---|---|
Post, the kit and the radio.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 32% | +5.1 |
Street, the one who drops and first aid.EstimateNo public source provides a precise figure. This is our estimate. | 22% | 8% | +1.8 |
Shelter, the night and the one who will not.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 22% | +3.5 |
Emergency, command and not playing clinician.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 28% | +4.5 |
The professional, the line and not getting in the way.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 18% | +2.9 |
Get there, and not playing doctor.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
- Red Cross posts
- first aid
- shelters
- radio
- volunteer kit
- not play doctor
- emergencies
- nights
Sources for this job· O*NET 21-1093.00· ESCO/ISCO 3412