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

Zoologist

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
Census, marks and the protocol.
Estimate

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

16%40%+6.4
Field, the sign and the one that does not show.
Estimate

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

18%14%+2.5
Data, the model and not inflating.
Estimate

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

16%28%+4.5
Report, the works and the corridor.
Estimate

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

16%22%+3.5
The storm, the nest and not getting close.
Estimate

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

18%18%+3.2
Follow, and not disturbing.
Estimate

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

16%12%+1.9
Total100%22%

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

Skills and activities

  • censuses
  • signs
  • marks
  • corridors
  • nests
  • field protocols
  • population models
  • works

Sources for this job· O*NET 19-1023.00· ESCO/ISCO 2131

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