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?
Research scientist
27%
#139 / 633
View rankingResearch scientist
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 |
|---|---|---|---|
Literature review, figures and drafts.EstimateNo public source provides a precise figure. This is our estimate. | 22% | 48% | +10.6 |
Analysis, code and experiment boards.EstimateNo public source provides a precise figure. This is our estimate. | 18% | 42% | +7.6 |
Design the study and the controls.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 18% | +2.9 |
Run the experiment or the fieldwork.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 12% | +1.9 |
Lead a group, theses and authorship fights.EstimateNo public source provides a precise figure. This is our estimate. | 14% | 15% | +2.1 |
Win funding and answer reviewers.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
- Literature review, figures and drafts
- Analysis, code and experiment boards
- Design the study and the controls
- Run the experiment or the fieldwork
- Lead a group, theses and authorship fights
- Win funding and answer reviewers
- cientifico
- investigador
- research scientist
Sources for this job· O*NET 19-1029.00· ESCO/ISCO 2131