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

University tutor

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
Form, the file and the one who does not come.
Estimate

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

18%48%+8.6
Mark, the cut and the one who gives up.
Estimate

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

16%40%+6.4
Grant, the paper and not letting it lapse.
Estimate

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

16%22%+3.5
Health, the referral and not playing clinician.
Estimate

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

16%28%+4.5
The dean, the dropout figure and not dressing it.
Estimate

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

18%14%+2.5
That they ask for help, and not dropping out.
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

  • university tutoring
  • degree dropout
  • grants
  • files
  • health referral
  • the dean
  • grade cuts
  • tutoring forms

Sources for this job· O*NET 25-1199.00· ESCO/ISCO 2310

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