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?
Salesperson
28%
#88 / 623
View rankingSalesperson
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 |
|---|---|---|---|
Check stock levels and reorder merchandise as necessary.EstimateNo public source provides a precise figure. This is our estimate. | 9% | 28% | +2.5 |
Recommend products to customers, based on customers' needs and interests.EstimateNo public source provides a precise figure. This is our estimate. | 8% | 28% | +2.2 |
Answer customers' questions about products, prices, availability, product uses, and credit terms.EstimateNo public source provides a precise figure. This is our estimate. | 8% | 28% | +2.2 |
Plan, assemble, and stock product displays in retail stores, or make recommendations to retailers regarding product displays, promotional programs, and advertising.EstimateNo public source provides a precise figure. This is our estimate. | 8% | 28% | +2.2 |
Estimate or quote prices, credit or contract terms, warranties, and delivery dates.EstimateNo public source provides a precise figure. This is our estimate. | 7% | 28% | +2 |
Provide customers with product samples and catalogs.EstimateNo public source provides a precise figure. This is our estimate. | 7% | 28% | +2 |
Monitor market conditions, product innovations, and competitors' products, prices, and sales.EstimateNo public source provides a precise figure. This is our estimate. | 6% | 28% | +1.7 |
Prepare sales contracts and order forms.EstimateNo public source provides a precise figure. This is our estimate. | 6% | 28% | +1.7 |
Other less frequent tasks (weight estimated from frequency).EstimateNo public source provides a precise figure. This is our estimate. | 41% | 28% | +11.5 |
| Total | 100% | 28% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- characteristics of products
- agricultural equipment
- sales promotion techniques
- product comprehension
- guarantee customer satisfaction
- communicate with customers
- manage schedule of tasks
- implement marketing strategies
- ensure compliance with legal requirements
- answer requests for quotation
Sources for this job· O*NET 41-4012.00· ESCO/ISCO 2433