Roles · Finance and mortgages

AI wealth manager

Analyses client financial information and manages portfolios to keep plans up to date.

Sipho Adeyemi“I review accounts and keep plans up to date.”An example character, not a real person.
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Wealth manager · What it does

Three tasks it takes off your hands

  1. Analyse financial information to determine strategies for meeting objectives.
  2. Review accounts and plans regularly to determine need for reassessment.
  3. Manage client portfolios and keep plans up to date.
Where these come from

The tasks of “Personal Financial Advisors” (O*NET 13-2052.00), as O*NET lists them:

  • Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
  • Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
  • Manage client portfolios, keeping client plans up-to-date.

Wealth manager · Tools and industries

It works in the tools you already use

  • Microsoft Excel
  • Microsoft Office software
  • Microsoft PowerPoint
  • Microsoft Access
  • Microsoft Outlook
  • Microsoft Project

Industries it fits

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Role facts from O*NET 31.0 Database (U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), CC BY 4.0), written in our words. Sources and credits

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