IS WORK OVER?

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

Wealth 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.

TaskShareAIPoints
Profile, IPS and the book.
Estimate

No 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.
Estimate

No public source provides a precise figure. This is our estimate.

16%40%+6.4
Tax, succession and not leaving a hole.
Estimate

No public source provides a precise figure. This is our estimate.

16%22%+3.5
Report, the market and not dressing the year.
Estimate

No public source provides a precise figure. This is our estimate.

16%28%+4.5
The committee, the product and not pushing the house book.
Estimate

No public source provides a precise figure. This is our estimate.

18%14%+2.5
Sit for real, and not selling the house product.
Estimate

No public source provides a precise figure. This is our estimate.

16%12%+1.9
Total100%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

Sailor

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.

TaskShareAIPoints
Log, checklists and paper watches.
Estimate

No public source provides a precise figure. This is our estimate.

16%32%+5.1
Charts, weather and passage planning.
Estimate

No public source provides a precise figure. This is our estimate.

14%25%+3.5
Deck, lines, cargo and upkeep.
Estimate

No public source provides a precise figure. This is our estimate.

22%10%+2.2
Watch, helm and lookout.
Estimate

No public source provides a precise figure. This is our estimate.

16%12%+1.9
Emergencies, abandon ship and fire.
Estimate

No public source provides a precise figure. This is our estimate.

16%12%+1.9
Life aboard, ports and fatigue.
Estimate

No public source provides a precise figure. This is our estimate.

16%14%+2.2
Total100%17%

Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low

Skills and activities

  • Log, checklists and paper watches
  • Charts, weather and passage planning
  • Deck, lines, cargo and upkeep
  • Watch, helm and lookout
  • Emergencies, abandon ship and fire
  • Life aboard, ports and fatigue
  • marinero
  • sailor
  • gente de mar

Sources for this job· O*NET 53-5011.00· ESCO/ISCO 8350

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